+538.1%
AXTI vs VT
+66.2%
+471.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | 0.0% | +9.7% | +9.7% |
| 7D | +5.1% | +0.4% | +4.7% | +4.2% |
| 30D | -10.2% | +1.0% | -11.1% | -11.4% |
| 3M | -41.8% | +2.4% | -44.2% | -42.2% |
| 6M | +57.5% | +12.0% | +45.5% | +31.5% |
| YTD | +277.0% | +15.3% | +261.7% | +200.4% |
| 1Y | +1,982.4% | +22.6% | +1,959.8% | +1,427.1% |
| 3Y | +2,234.8% | +74.7% | +2,160.2% | +911.3% |
| All | +538.1% | +66.2% | +471.9% | +228.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling