+1,576.2%
AXTI vs VTV
+706.8%
+869.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.7% | -5.4% | -5.4% |
| 7D | +15.1% | -2.1% | +17.2% | +17.4% |
| 30D | -12.3% | -1.3% | -11.0% | -11.3% |
| 3M | -24.1% | +5.6% | -29.8% | -28.1% |
| 6M | +46.0% | +12.4% | +33.7% | +30.8% |
| YTD | +295.7% | +17.6% | +278.1% | +241.4% |
| 1Y | +1,825.6% | +23.5% | +1,802.1% | +1,496.3% |
| 3Y | +2,630.0% | +67.0% | +2,562.9% | +1,688.0% |
| 5Y | +601.0% | +80.5% | +520.4% | +336.6% |
| 10Y | +1,459.0% | +230.6% | +1,228.4% | +520.2% |
| All | +1,576.2% | +706.8% | +869.4% | +230.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling