+2,591.7%
AXTI vs VCIT
+98.3%
+2,493.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -9.7% |
| 3M | -41.8% | -1.0% | -40.8% | -41.5% |
| 6M | +57.5% | -1.8% | +59.4% | +59.4% |
| YTD | +277.0% | -0.7% | +277.7% | +278.6% |
| 1Y | +1,982.4% | +1.0% | +1,981.5% | +1,970.3% |
| 3Y | +2,234.8% | +18.8% | +2,216.0% | +2,006.0% |
| 5Y | +528.3% | +3.5% | +524.9% | +478.9% |
| 10Y | +1,310.5% | +29.2% | +1,281.3% | +1,256.7% |
| All | +2,591.7% | +98.3% | +2,493.4% | +4,095.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling