+749.7%
AXTI vs VT
+223.7%
+526.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.6% | +7.8% | +5.6% |
| 7D | -11.0% | +0.4% | -11.3% | -10.1% |
| 30D | -37.3% | -2.6% | -34.7% | -32.5% |
| 3M | -51.6% | -3.2% | -48.3% | -46.7% |
| 6M | -63.1% | +0.9% | -64.1% | -61.2% |
| YTD | +162.4% | +11.3% | +151.1% | +139.3% |
| 1Y | +353.6% | +14.0% | +339.6% | +301.0% |
| 3Y | +1,972.9% | +75.8% | +1,897.1% | +908.9% |
| 5Y | +370.0% | +57.8% | +312.2% | +180.2% |
| 10Y | +749.7% | +219.8% | +529.9% | +69.0% |
| All | +749.7% | +223.7% | +526.0% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling