+456.7%
AXTI vs VTV
+28.2%
+428.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +1.5% | -8.9% | -9.8% |
| 7D | -26.2% | +1.8% | -27.9% | -28.6% |
| 30D | -45.1% | +6.0% | -51.1% | -51.5% |
| 3M | -27.2% | +3.7% | -30.8% | -32.7% |
| 6M | -55.2% | +13.9% | -69.1% | -67.6% |
| YTD | +190.8% | +22.8% | +168.0% | +88.5% |
| 1Y | +456.7% | +27.9% | +428.8% | +243.8% |
| All | +456.7% | +28.2% | +428.4% | +243.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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