+2,066.2%
AXTI vs VLTO
+69.5%
+1,996.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -1.1% | -6.2% | -7.3% |
| 7D | +18.6% | +0.8% | +17.8% | +18.6% |
| 30D | -32.6% | +18.7% | -51.3% | -32.7% |
| 3M | -44.5% | +21.7% | -66.2% | -44.8% |
| 6M | -64.6% | +35.8% | -100.4% | -66.9% |
| YTD | +166.3% | +18.3% | +148.0% | +174.0% |
| 1Y | +296.5% | +20.9% | +275.6% | +297.5% |
| All | +2,066.2% | +69.5% | +1,996.7% | +1,751.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling