+548.6%
AXTI vs VMC
+885.1%
-336.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.3% | +0.4% |
| 7D | +21.0% | -5.3% | +26.3% | +23.7% |
| 30D | -6.6% | -12.3% | +5.6% | -1.5% |
| 3M | -12.1% | -10.3% | -1.8% | -9.5% |
| 6M | +78.7% | -8.6% | +87.3% | +79.0% |
| YTD | +321.5% | -11.9% | +333.4% | +327.1% |
| 1Y | +2,166.8% | -13.9% | +2,180.7% | +2,217.3% |
| 3Y | +2,807.6% | +18.2% | +2,789.4% | +2,502.0% |
| 5Y | +651.5% | +47.7% | +603.7% | +511.4% |
| 10Y | +1,560.5% | +152.5% | +1,408.0% | +928.2% |
| All | +548.6% | +885.1% | -336.5% | +26.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling