+317.2%
AXTI vs VT
+53.4%
+263.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.2% | +5.7% | +5.4% |
| 7D | -29.4% | -2.3% | -27.1% | -24.4% |
| 30D | -51.3% | -5.0% | -46.3% | -43.9% |
| 3M | -48.3% | -4.9% | -43.4% | -39.7% |
| 6M | -62.9% | -1.5% | -61.4% | -58.5% |
| YTD | +137.8% | +8.5% | +129.3% | +124.3% |
| 1Y | +338.3% | +11.4% | +327.0% | +297.0% |
| 3Y | +1,590.4% | +70.1% | +1,520.4% | +715.1% |
| All | +317.2% | +53.4% | +263.8% | +169.8% |
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