+1,634.7%
AXTI vs VLTO
+55.4%
+1,579.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -33.3% |
| 3M | -44.5% | +21.7% | -66.2% | -45.3% |
| 6M | -64.6% | +35.8% | -100.4% | -67.2% |
| YTD | +166.3% | +18.3% | +148.0% | +169.6% |
| 1Y | +296.5% | +20.9% | +275.6% | +292.1% |
| 3Y | +2,099.0% | +68.8% | +2,030.1% | +1,752.7% |
| All | +1,634.7% | +55.4% | +1,579.3% | +1,394.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling