+554.7%
AXTI vs VSH
+364.4%
+190.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.0% | +13.9% | +13.4% |
| 7D | +24.0% | +6.2% | +17.8% | +20.3% |
| 30D | -21.5% | -11.1% | -10.3% | -15.3% |
| 3M | -23.4% | -44.9% | +21.5% | +6.1% |
| 6M | +114.9% | +90.0% | +24.9% | +63.3% |
| YTD | +325.4% | +118.8% | +206.6% | +204.1% |
| 1Y | +2,136.7% | +109.0% | +2,027.7% | +1,540.4% |
| 3Y | +2,835.0% | +35.6% | +2,799.4% | +2,480.8% |
| 5Y | +652.8% | +66.7% | +586.1% | +504.3% |
| 10Y | +1,513.9% | +167.9% | +1,346.0% | +958.5% |
| All | +554.7% | +364.4% | +190.2% | +203.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling