+1,472.1%
AXTI vs VO
+200.3%
+1,271.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -1.1% |
| 7D | +5.1% | -1.5% | +6.6% | +7.5% |
| 30D | -17.5% | -3.0% | -14.4% | -13.4% |
| 3M | -26.7% | +2.8% | -29.5% | -28.9% |
| 6M | +36.8% | +10.9% | +25.8% | +19.2% |
| YTD | +296.1% | +12.5% | +283.7% | +241.2% |
| 1Y | +1,810.6% | +12.0% | +1,798.7% | +1,579.6% |
| 3Y | +2,587.6% | +56.3% | +2,531.3% | +1,480.7% |
| 5Y | +601.7% | +42.9% | +558.8% | +378.0% |
| All | +1,472.1% | +200.3% | +1,271.8% | +369.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling