+456.7%
AXTI vs VTR
+22.5%
+434.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +2.5% | -9.9% | -4.6% |
| 7D | -26.2% | +10.0% | -36.2% | -17.6% |
| 30D | -45.1% | +9.6% | -54.8% | -38.4% |
| 3M | -27.2% | -1.2% | -25.9% | -25.0% |
| 6M | -55.2% | +2.8% | -58.0% | -49.5% |
| YTD | +190.8% | +17.4% | +173.4% | +249.1% |
| 1Y | +456.7% | +22.0% | +434.7% | +513.1% |
| All | +456.7% | +22.5% | +434.2% | +513.1% |
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