+1,981.6%
AXTI vs VT
+74.0%
+1,907.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.1% |
| 7D | +7.6% | +2.4% | +5.3% | +1.7% |
| 30D | -32.1% | -1.5% | -30.6% | -26.0% |
| 3M | -46.0% | -4.1% | -41.9% | -35.7% |
| 6M | -65.7% | +0.6% | -66.2% | -62.6% |
| YTD | +155.9% | +11.0% | +144.9% | +123.1% |
| 1Y | +300.8% | +13.3% | +287.4% | +235.0% |
| 3Y | +1,981.6% | +73.4% | +1,908.2% | +674.6% |
| All | +1,981.6% | +74.0% | +1,907.6% | +674.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling