+509.6%
AXTI vs VTRS
+57.4%
+452.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | +5.1% | -2.2% | +7.3% | +5.7% |
| 30D | -17.5% | +3.3% | -20.8% | -18.3% |
| 3M | -26.7% | +2.0% | -28.7% | -27.9% |
| 6M | +36.8% | +19.9% | +16.8% | +26.9% |
| YTD | +296.1% | +35.7% | +260.4% | +255.6% |
| 1Y | +1,810.6% | +68.1% | +1,742.5% | +1,506.3% |
| 3Y | +2,587.6% | +87.1% | +2,500.5% | +2,050.7% |
| 5Y | +601.7% | +47.6% | +554.1% | +486.3% |
| 10Y | +1,460.7% | -48.2% | +1,508.9% | +1,544.1% |
| All | +509.6% | +57.4% | +452.2% | +263.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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