+2,489.9%
AXTI vs VCIT
+19.6%
+2,470.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | 0.0% | +9.7% | +9.7% |
| 7D | +5.1% | -0.3% | +5.5% | +5.4% |
| 30D | -10.2% | -0.8% | -9.4% | -9.6% |
| 3M | -41.8% | -1.0% | -40.8% | -41.4% |
| 6M | +57.5% | -1.8% | +59.4% | +59.2% |
| YTD | +277.0% | -0.7% | +277.7% | +278.0% |
| 1Y | +1,982.4% | +1.0% | +1,981.5% | +1,962.9% |
| All | +2,489.9% | +19.6% | +2,470.3% | +2,222.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling