+1,773.8%
AXTI vs VCIT
+97.4%
+1,676.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.1% | +10.3% | +10.3% |
| 7D | -11.0% | +0.7% | -11.7% | -11.4% |
| 30D | -37.3% | +1.8% | -39.1% | -38.1% |
| 3M | -51.6% | -1.1% | -50.4% | -51.2% |
| 6M | -63.1% | -1.7% | -61.5% | -62.8% |
| YTD | +162.4% | -1.1% | +163.6% | +164.1% |
| 1Y | +353.6% | -0.4% | +354.0% | +354.4% |
| 3Y | +1,972.9% | +20.5% | +1,952.5% | +1,755.4% |
| 5Y | +370.0% | +3.8% | +366.2% | +333.5% |
| 10Y | +749.7% | +31.2% | +718.5% | +723.6% |
| All | +1,773.8% | +97.4% | +1,676.4% | +2,827.1% |
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