+1,616.6%
AXTI vs VCIT
+96.1%
+1,520.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.7% | -7.7% | -8.0% |
| 7D | -23.4% | +0.1% | -23.5% | -23.5% |
| 30D | -42.6% | +1.1% | -43.7% | -43.0% |
| 3M | -46.7% | -1.4% | -45.4% | -46.3% |
| 6M | -66.2% | -2.3% | -63.9% | -65.8% |
| YTD | +140.4% | -1.8% | +142.2% | +143.0% |
| 1Y | +276.5% | -1.0% | +277.5% | +278.7% |
| 3Y | +1,885.4% | +19.3% | +1,866.1% | +1,687.9% |
| 5Y | +350.3% | +3.8% | +346.5% | +316.6% |
| 10Y | +702.2% | +30.6% | +671.7% | +681.1% |
| All | +1,616.6% | +96.1% | +1,520.5% | +2,592.7% |
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 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