+742.4%
AXTI vs VSH
+64.1%
+678.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.9% | -5.2% | -5.3% |
| 7D | +15.1% | +3.1% | +12.0% | +12.5% |
| 30D | -12.3% | -5.7% | -6.6% | -6.6% |
| 3M | -24.1% | -42.5% | +18.3% | +18.9% |
| 6M | +46.0% | +82.7% | -36.6% | -6.0% |
| YTD | +295.7% | +118.2% | +177.5% | +127.5% |
| 1Y | +1,825.6% | +109.7% | +1,715.9% | +1,040.2% |
| 3Y | +2,630.0% | +35.3% | +2,594.7% | +2,195.2% |
| All | +742.4% | +64.1% | +678.3% | +509.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 5y: compounded portfolio wealth divided by compounded VSH 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…
5y analysis · Full analysis span regression · 6 months rolling