+509.6%
AXTI vs VTR
+1,963.5%
-1,453.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +5.1% | -0.3% | +5.4% | +5.1% |
| 30D | -17.5% | +1.1% | -18.6% | -17.7% |
| 3M | -26.7% | +7.9% | -34.6% | -28.5% |
| 6M | +36.8% | +6.2% | +30.6% | +33.2% |
| YTD | +296.1% | +17.7% | +278.4% | +277.5% |
| 1Y | +1,810.6% | +32.9% | +1,777.7% | +1,668.4% |
| 3Y | +2,587.6% | +129.7% | +2,457.9% | +2,099.4% |
| 5Y | +601.7% | +89.3% | +512.4% | +496.3% |
| 10Y | +1,460.7% | +99.1% | +1,361.6% | +1,112.2% |
| All | +509.6% | +1,963.5% | -1,453.9% | +245.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling