+797.7%
AXTI vs VT
+222.7%
+575.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.6% | -6.7% | -6.2% |
| 7D | +18.6% | +2.9% | +15.7% | +13.4% |
| 30D | -32.6% | -2.5% | -30.1% | -27.3% |
| 3M | -44.5% | -3.3% | -41.2% | -38.6% |
| 6M | -64.6% | +1.5% | -66.1% | -62.9% |
| YTD | +166.3% | +11.4% | +154.9% | +143.7% |
| 1Y | +296.5% | +11.9% | +284.6% | +262.5% |
| 3Y | +2,099.0% | +73.9% | +2,025.1% | +995.3% |
| 5Y | +377.9% | +57.9% | +320.0% | +186.0% |
| All | +797.7% | +222.7% | +575.0% | +85.2% |
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