+1,472.1%
AXTI vs VGT
+820.0%
+652.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -1.5% |
| 7D | +5.1% | -0.2% | +5.2% | +5.3% |
| 30D | -17.5% | -0.4% | -17.0% | -16.2% |
| 3M | -26.7% | +4.4% | -31.1% | -26.5% |
| 6M | +36.8% | +32.1% | +4.7% | +4.0% |
| YTD | +296.1% | +28.8% | +267.4% | +217.4% |
| 1Y | +1,810.6% | +35.3% | +1,775.3% | +1,396.0% |
| 3Y | +2,587.6% | +124.8% | +2,462.8% | +1,124.5% |
| 5Y | +601.7% | +137.9% | +463.8% | +204.0% |
| All | +1,472.1% | +820.0% | +652.0% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 10y: compounded portfolio wealth divided by compounded VGT 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…
10y analysis · Full analysis span regression · 6 months rolling