+1,618.5%
AXTI vs VIG
+614.0%
+1,004.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.3% |
| 7D | +21.0% | -1.2% | +22.2% | +22.4% |
| 30D | -6.6% | -2.8% | -3.8% | -3.9% |
| 3M | -12.1% | +2.5% | -14.5% | -14.9% |
| 6M | +78.7% | +8.1% | +70.6% | +63.4% |
| YTD | +321.5% | +9.6% | +311.9% | +283.3% |
| 1Y | +2,166.8% | +14.2% | +2,152.6% | +1,897.0% |
| 3Y | +2,807.6% | +56.1% | +2,751.5% | +1,825.7% |
| 5Y | +651.5% | +62.8% | +588.6% | +387.6% |
| 10Y | +1,560.5% | +248.2% | +1,312.3% | +456.7% |
| All | +1,618.5% | +614.0% | +1,004.4% | +193.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling