+456.7%
AXTI vs VLTO
+18.3%
+438.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +0.6% | -8.0% | -6.6% |
| 7D | -26.2% | +13.8% | -40.0% | -12.4% |
| 30D | -45.1% | +21.2% | -66.3% | -29.8% |
| 3M | -27.2% | +21.5% | -48.7% | -6.0% |
| 6M | -55.2% | +33.0% | -88.1% | -36.3% |
| YTD | +190.8% | +17.8% | +173.0% | +346.5% |
| 1Y | +456.7% | +18.1% | +438.6% | +761.0% |
| All | +456.7% | +18.3% | +438.4% | +761.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling