+1,560.5%
AXTI vs VCIT
+29.2%
+1,531.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | +21.0% | -0.2% | +21.2% | +21.2% |
| 30D | -6.6% | -0.5% | -6.1% | -6.2% |
| 3M | -12.1% | -0.9% | -11.1% | -11.3% |
| 6M | +78.7% | -1.9% | +80.6% | +82.1% |
| YTD | +321.5% | -1.0% | +322.4% | +325.3% |
| 1Y | +2,166.8% | +0.2% | +2,166.5% | +2,160.2% |
| 3Y | +2,807.6% | +19.0% | +2,788.6% | +2,347.0% |
| 5Y | +651.5% | +3.1% | +648.4% | +584.3% |
| 10Y | +1,560.5% | +29.8% | +1,530.7% | +1,517.8% |
| All | +1,560.5% | +29.2% | +1,531.3% | +1,517.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling