+743.4%
AXTI vs VEU
+55.0%
+688.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -2.0% |
| 7D | +5.1% | -1.4% | +6.5% | +8.1% |
| 30D | -17.5% | -0.4% | -17.0% | -16.2% |
| 3M | -26.7% | +2.5% | -29.2% | -26.7% |
| 6M | +36.8% | +11.1% | +25.6% | +17.4% |
| YTD | +296.1% | +16.5% | +279.6% | +214.4% |
| 1Y | +1,810.6% | +22.9% | +1,787.7% | +1,314.1% |
| 3Y | +2,587.6% | +73.4% | +2,514.1% | +1,089.3% |
| All | +743.4% | +55.0% | +688.4% | +406.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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