+1,048.5%
AXTI vs VOO
+807.8%
+240.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.3% |
| 7D | +21.0% | -0.4% | +21.4% | +21.4% |
| 30D | -6.6% | -1.4% | -5.3% | -4.8% |
| 3M | -12.1% | +3.7% | -15.8% | -14.9% |
| 6M | +78.7% | +13.0% | +65.7% | +54.8% |
| YTD | +321.5% | +12.4% | +309.0% | +273.6% |
| 1Y | +2,166.8% | +18.6% | +2,148.2% | +1,815.2% |
| 3Y | +2,807.6% | +78.1% | +2,729.5% | +1,430.4% |
| 5Y | +651.5% | +82.3% | +569.2% | +295.1% |
| 10Y | +1,560.5% | +322.5% | +1,238.0% | +245.3% |
| All | +1,048.5% | +807.8% | +240.7% | -30.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling