+743.4%
AXTI vs VCLT
-17.2%
+760.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +5.1% | -1.4% | +6.4% | +6.1% |
| 30D | -17.5% | -1.2% | -16.3% | -16.9% |
| 3M | -26.7% | -4.8% | -21.9% | -24.2% |
| 6M | +36.8% | -2.6% | +39.3% | +39.3% |
| YTD | +296.1% | -3.3% | +299.5% | +304.4% |
| 1Y | +1,810.6% | -4.8% | +1,815.4% | +1,868.7% |
| 3Y | +2,587.6% | +11.5% | +2,576.0% | +2,335.3% |
| All | +743.4% | -17.2% | +760.6% | +754.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling