+1,513.9%
AXTI vs VT
+221.4%
+1,292.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.5% | +13.3% | +13.7% |
| 7D | +24.0% | +1.0% | +23.0% | +21.6% |
| 30D | -21.5% | -0.2% | -21.2% | -20.9% |
| 3M | -23.4% | +4.5% | -27.9% | -26.9% |
| 6M | +114.9% | +14.1% | +100.8% | +78.9% |
| YTD | +325.4% | +14.8% | +310.7% | +255.3% |
| 1Y | +2,136.7% | +21.2% | +2,115.5% | +1,656.4% |
| 3Y | +2,835.0% | +76.6% | +2,758.5% | +1,269.6% |
| 5Y | +652.8% | +66.6% | +586.2% | +298.3% |
| 10Y | +1,513.9% | +222.3% | +1,291.6% | +277.2% |
| All | +1,513.9% | +221.4% | +1,292.5% | +277.2% |
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