+1,300.9%
AXTI vs VT
+374.2%
+926.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | 0.0% | +9.7% | +9.7% |
| 7D | +5.1% | +0.4% | +4.7% | +4.6% |
| 30D | -10.2% | +1.0% | -11.1% | -10.8% |
| 3M | -41.8% | +2.4% | -44.2% | -41.8% |
| 6M | +57.5% | +12.0% | +45.5% | +44.0% |
| YTD | +277.0% | +15.3% | +261.7% | +236.5% |
| 1Y | +1,982.4% | +22.6% | +1,959.8% | +1,677.4% |
| 3Y | +2,234.8% | +74.7% | +2,160.2% | +1,375.5% |
| 5Y | +528.3% | +66.1% | +462.2% | +330.2% |
| 10Y | +1,310.5% | +225.0% | +1,085.5% | +505.9% |
| All | +1,300.9% | +374.2% | +926.7% | +393.0% |
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