+21.5%
VZ vs AXON
+105.6%
-84.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.8% | +9.7% | -0.4% |
| 7D | +5.6% | -12.7% | +18.3% | +5.3% |
| 30D | +1.9% | -8.6% | +10.5% | +1.6% |
| 3M | +0.8% | -37.2% | +38.0% | -0.3% |
| 6M | +0.6% | +0.5% | +0.1% | +0.9% |
| YTD | +20.8% | -32.6% | +53.4% | +20.4% |
| 1Y | +23.9% | -40.2% | +64.1% | +23.5% |
| 3Y | +55.7% | +76.1% | -20.4% | +51.7% |
| 5Y | +21.5% | +109.5% | -87.9% | +13.4% |
| All | +21.5% | +105.6% | -84.0% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AXON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling