+743.4%
AXTI vs VTR
+87.5%
+655.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | +5.1% | -0.3% | +5.4% | +5.1% |
| 30D | -17.5% | +1.1% | -18.6% | -17.9% |
| 3M | -26.7% | +7.9% | -34.6% | -30.4% |
| 6M | +36.8% | +6.2% | +30.6% | +29.6% |
| YTD | +296.1% | +17.7% | +278.4% | +257.1% |
| 1Y | +1,810.6% | +32.9% | +1,777.7% | +1,507.4% |
| 3Y | +2,587.6% | +129.7% | +2,457.9% | +1,505.8% |
| All | +743.4% | +87.5% | +655.8% | +405.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling