+1,702.1%
AXTI vs VO
+821.9%
+880.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.6% | +13.4% | +13.5% |
| 7D | +24.0% | +0.6% | +23.3% | +23.0% |
| 30D | -21.5% | -1.1% | -20.4% | -20.5% |
| 3M | -23.4% | +4.5% | -27.9% | -26.5% |
| 6M | +114.9% | +11.1% | +103.8% | +94.7% |
| YTD | +325.4% | +13.5% | +311.9% | +279.4% |
| 1Y | +2,136.7% | +14.5% | +2,122.2% | +1,899.6% |
| 3Y | +2,835.0% | +58.1% | +2,776.9% | +1,900.1% |
| 5Y | +652.8% | +43.3% | +609.5% | +481.3% |
| 10Y | +1,513.9% | +193.2% | +1,320.7% | +617.2% |
| All | +1,702.1% | +821.9% | +880.1% | +215.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling