+4,306.1%
AXTI vs VNQ
+386.3%
+3,919.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.2% |
| 7D | +5.1% | -1.3% | +6.3% | +5.7% |
| 30D | -17.5% | -2.6% | -14.9% | -16.6% |
| 3M | -26.7% | -2.0% | -24.7% | -26.7% |
| 6M | +36.8% | +4.3% | +32.4% | +32.4% |
| YTD | +296.1% | +9.2% | +286.9% | +275.5% |
| 1Y | +1,810.6% | +5.6% | +1,805.0% | +1,737.3% |
| 3Y | +2,587.6% | +30.8% | +2,556.7% | +2,263.1% |
| 5Y | +601.7% | +8.0% | +593.8% | +575.4% |
| 10Y | +1,460.7% | +63.7% | +1,397.0% | +1,179.6% |
| All | +4,306.1% | +386.3% | +3,919.9% | +3,008.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling