+652.8%
AXTI vs VCIT
+3.7%
+649.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.1% | +12.9% | +13.0% |
| 7D | +24.0% | +0.1% | +23.9% | +23.8% |
| 30D | -21.5% | -0.8% | -20.7% | -20.7% |
| 3M | -23.4% | -0.5% | -22.8% | -22.9% |
| 6M | +114.9% | -1.4% | +116.3% | +119.0% |
| YTD | +325.4% | -0.8% | +326.2% | +329.4% |
| 1Y | +2,136.7% | +0.3% | +2,136.4% | +2,124.6% |
| 3Y | +2,835.0% | +19.2% | +2,815.8% | +2,183.6% |
| 5Y | +652.8% | +3.6% | +649.2% | +472.6% |
| All | +652.8% | +3.7% | +649.1% | +472.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VCIT 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling