+248.1%
VZ vs AXON
+83,345.3%
-83,097.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.2% | +2.0% |
| 7D | +6.9% | +0.2% | +6.7% | +6.9% |
| 30D | +2.3% | +3.0% | -0.7% | +2.1% |
| 3M | 0.0% | -30.1% | +30.2% | +1.5% |
| 6M | +0.2% | +7.7% | -7.5% | -0.8% |
| YTD | +20.9% | -25.3% | +46.2% | +21.4% |
| 1Y | +25.2% | -39.9% | +65.2% | +27.1% |
| 3Y | +55.9% | +95.2% | -39.4% | +45.7% |
| 5Y | +22.6% | +129.9% | -107.3% | +12.1% |
| 10Y | +68.6% | +1,829.8% | -1,761.2% | +29.6% |
| All | +248.1% | +83,345.3% | -83,097.2% | +112.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling