+1,472.1%
AXTI vs VTV
+234.5%
+1,237.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.9% |
| 7D | +5.1% | -1.1% | +6.2% | +6.6% |
| 30D | -17.5% | -1.0% | -16.4% | -16.5% |
| 3M | -26.7% | +4.6% | -31.3% | -31.2% |
| 6M | +36.8% | +13.5% | +23.3% | +15.3% |
| YTD | +296.1% | +18.5% | +277.6% | +218.1% |
| 1Y | +1,810.6% | +22.9% | +1,787.7% | +1,374.0% |
| 3Y | +2,587.6% | +67.8% | +2,519.7% | +1,375.3% |
| 5Y | +601.7% | +81.8% | +519.9% | +257.0% |
| All | +1,472.1% | +234.5% | +1,237.6% | +347.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling