+743.4%
AXTI vs VMC
+47.0%
+696.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.7% | -0.3% |
| 7D | +5.1% | -3.8% | +8.8% | +6.9% |
| 30D | -17.5% | -9.7% | -7.8% | -13.5% |
| 3M | -26.7% | -9.6% | -17.1% | -24.8% |
| 6M | +36.8% | -4.8% | +41.6% | +31.8% |
| YTD | +296.1% | -10.9% | +307.0% | +293.4% |
| 1Y | +1,810.6% | -15.6% | +1,826.2% | +1,866.0% |
| 3Y | +2,587.6% | +19.3% | +2,568.2% | +2,053.8% |
| All | +743.4% | +47.0% | +696.4% | +485.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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