+743.4%
AXTI vs VTV
+80.6%
+662.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -1.2% |
| 7D | +5.1% | -1.1% | +6.2% | +7.0% |
| 30D | -17.5% | -1.0% | -16.4% | -16.2% |
| 3M | -26.7% | +4.6% | -31.3% | -32.7% |
| 6M | +36.8% | +13.5% | +23.3% | +8.6% |
| YTD | +296.1% | +18.5% | +277.6% | +195.3% |
| 1Y | +1,810.6% | +22.9% | +1,787.7% | +1,250.3% |
| 3Y | +2,587.6% | +67.8% | +2,519.7% | +1,140.6% |
| All | +743.4% | +80.6% | +662.7% | +276.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling