+1,982.4%
AXTI vs VTR
+36.9%
+1,945.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -2.0% | +11.7% | +8.1% |
| 7D | +5.1% | -1.7% | +6.8% | +4.0% |
| 30D | -10.2% | -2.4% | -7.7% | -12.2% |
| 3M | -41.8% | +14.8% | -56.6% | -37.2% |
| 6M | +57.5% | +5.3% | +52.2% | +70.7% |
| YTD | +277.0% | +18.1% | +258.9% | +326.5% |
| 1Y | +1,982.4% | +36.7% | +1,945.7% | +2,448.9% |
| All | +1,982.4% | +36.9% | +1,945.6% | +2,448.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling