+25.5%
VZ vs AXON
+179.8%
-154.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | -1.0% |
| 7D | +0.1% | -14.2% | +14.2% | -0.3% |
| 30D | +7.9% | -15.4% | +23.3% | +7.5% |
| 3M | +13.6% | +0.5% | +13.2% | +13.9% |
| 6M | +1.1% | -9.5% | +10.6% | +1.3% |
| YTD | +29.3% | -9.2% | +38.5% | +29.8% |
| 1Y | +21.2% | -29.4% | +50.6% | +21.6% |
| 3Y | +75.9% | +139.4% | -63.5% | +72.9% |
| All | +25.5% | +179.8% | -154.4% | +19.4% |
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