+783.6%
AXTI vs VT
+346.0%
+437.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.2% | +5.7% | +5.6% |
| 7D | -29.4% | -2.3% | -27.1% | -26.8% |
| 30D | -51.3% | -5.0% | -46.3% | -47.5% |
| 3M | -48.3% | -4.9% | -43.4% | -43.9% |
| 6M | -62.9% | -1.5% | -61.4% | -60.5% |
| YTD | +137.8% | +8.5% | +129.3% | +132.1% |
| 1Y | +338.3% | +11.4% | +327.0% | +318.9% |
| 3Y | +1,590.4% | +70.1% | +1,520.4% | +1,028.1% |
| 5Y | +321.7% | +53.7% | +268.0% | +220.3% |
| 10Y | +655.0% | +220.0% | +435.0% | +243.6% |
| All | +783.6% | +346.0% | +437.6% | +240.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling