+2,587.6%
AXTI vs VCLT
+11.4%
+2,576.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +5.1% | -1.4% | +6.4% | +5.7% |
| 30D | -17.5% | -1.2% | -16.3% | -17.1% |
| 3M | -26.7% | -4.8% | -21.9% | -25.2% |
| 6M | +36.8% | -2.6% | +39.3% | +38.5% |
| YTD | +296.1% | -3.3% | +299.5% | +300.8% |
| 1Y | +1,810.6% | -4.8% | +1,815.4% | +1,845.5% |
| 3Y | +2,587.6% | +11.5% | +2,576.0% | +2,465.2% |
| All | +2,587.6% | +11.4% | +2,576.2% | +2,465.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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