+1,810.6%
AXTI vs VTR
+33.3%
+1,777.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | -0.3% |
| 7D | +5.1% | -0.3% | +5.4% | +4.9% |
| 30D | -17.5% | +1.1% | -18.6% | -16.5% |
| 3M | -26.7% | +7.9% | -34.6% | -22.8% |
| 6M | +36.8% | +6.2% | +30.6% | +49.0% |
| YTD | +296.1% | +17.7% | +278.4% | +352.4% |
| 1Y | +1,810.6% | +32.9% | +1,777.7% | +2,268.2% |
| All | +1,810.6% | +33.3% | +1,777.4% | +2,268.2% |
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