+2,587.6%
AXTI vs VOO
+77.4%
+2,510.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -2.0% |
| 7D | +5.1% | -0.8% | +5.8% | +7.0% |
| 30D | -17.5% | -1.1% | -16.4% | -15.4% |
| 3M | -26.7% | +3.9% | -30.6% | -31.0% |
| 6M | +36.8% | +13.6% | +23.1% | +5.7% |
| YTD | +296.1% | +12.7% | +283.4% | +219.0% |
| 1Y | +1,810.6% | +17.6% | +1,793.0% | +1,359.9% |
| 3Y | +2,587.6% | +77.3% | +2,510.2% | +1,031.6% |
| All | +2,587.6% | +77.4% | +2,510.1% | +1,031.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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