+601.0%
AXTI vs VUG
+74.2%
+526.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.6% | -5.3% |
| 7D | +15.1% | -1.9% | +17.0% | +18.3% |
| 30D | -12.3% | -1.6% | -10.7% | -10.1% |
| 3M | -24.1% | +4.4% | -28.5% | -26.2% |
| 6M | +46.0% | +13.2% | +32.9% | +28.2% |
| YTD | +295.7% | +7.5% | +288.2% | +277.9% |
| 1Y | +1,825.6% | +12.5% | +1,813.1% | +1,686.3% |
| 3Y | +2,630.0% | +86.0% | +2,544.0% | +1,357.2% |
| 5Y | +601.0% | +76.5% | +524.5% | +325.4% |
| All | +601.0% | +74.2% | +526.7% | +325.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling