+456.7%
AXTI vs VUG
+4.9%
+451.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +1.5% | -8.9% | -12.5% |
| 7D | -26.2% | -3.0% | -23.2% | -17.9% |
| 30D | -45.1% | -6.4% | -38.7% | -30.2% |
| 3M | -27.2% | -3.2% | -23.9% | -15.2% |
| 6M | -55.2% | +3.1% | -58.3% | -55.3% |
| YTD | +190.8% | +6.3% | +184.5% | +178.4% |
| 1Y | +456.7% | +5.2% | +451.5% | +451.7% |
| All | +456.7% | +4.9% | +451.8% | +451.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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