+2,587.6%
AXTI vs VNQ
+30.7%
+2,556.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.3% |
| 7D | +5.1% | -1.3% | +6.3% | +5.8% |
| 30D | -17.5% | -2.6% | -14.9% | -16.5% |
| 3M | -26.7% | -2.0% | -24.7% | -27.2% |
| 6M | +36.8% | +4.3% | +32.4% | +27.8% |
| YTD | +296.1% | +9.2% | +286.9% | +255.9% |
| 1Y | +1,810.6% | +5.6% | +1,805.0% | +1,661.9% |
| 3Y | +2,587.6% | +30.8% | +2,556.7% | +1,951.9% |
| All | +2,587.6% | +30.7% | +2,556.9% | +1,951.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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