+2,587.6%
AXTI vs VGT
+123.9%
+2,463.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -2.1% |
| 7D | +5.1% | -0.2% | +5.2% | +5.4% |
| 30D | -17.5% | -0.4% | -17.0% | -15.9% |
| 3M | -26.7% | +4.4% | -31.1% | -27.1% |
| 6M | +36.8% | +32.1% | +4.7% | -5.1% |
| YTD | +296.1% | +28.8% | +267.4% | +192.1% |
| 1Y | +1,810.6% | +35.3% | +1,775.3% | +1,274.1% |
| 3Y | +2,587.6% | +124.8% | +2,462.8% | +1,076.1% |
| All | +2,587.6% | +123.9% | +2,463.6% | +1,076.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling