+2,587.6%
AXTI vs VIG
+55.8%
+2,531.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -1.5% |
| 7D | +5.1% | -1.1% | +6.1% | +7.5% |
| 30D | -17.5% | -2.7% | -14.7% | -12.6% |
| 3M | -26.7% | +2.5% | -29.2% | -32.0% |
| 6M | +36.8% | +9.2% | +27.5% | +9.0% |
| YTD | +296.1% | +9.8% | +286.3% | +217.3% |
| 1Y | +1,810.6% | +12.4% | +1,798.2% | +1,384.1% |
| 3Y | +2,587.6% | +55.9% | +2,531.7% | +1,096.6% |
| All | +2,587.6% | +55.8% | +2,531.7% | +1,096.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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