+2,587.6%
AXTI vs VFC
-25.2%
+2,612.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.4% | -4.2% | -1.1% |
| 7D | +5.1% | -1.4% | +6.5% | +5.4% |
| 30D | -17.5% | -9.0% | -8.5% | -15.4% |
| 3M | -26.7% | -24.2% | -2.5% | -21.4% |
| 6M | +36.8% | -18.5% | +55.3% | +43.8% |
| YTD | +296.1% | -25.9% | +322.0% | +327.9% |
| 1Y | +1,810.6% | -13.0% | +1,823.6% | +1,847.6% |
| 3Y | +2,587.6% | -20.3% | +2,607.9% | +2,505.7% |
| All | +2,587.6% | -25.2% | +2,612.8% | +2,505.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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