+1,702.1%
AXTI vs VUG
+1,246.8%
+455.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.4% | +13.2% | +13.3% |
| 7D | +24.0% | +0.9% | +23.1% | +22.6% |
| 30D | -21.5% | -1.4% | -20.0% | -20.1% |
| 3M | -23.4% | +2.3% | -25.7% | -23.2% |
| 6M | +114.9% | +15.7% | +99.2% | +90.3% |
| YTD | +325.4% | +8.6% | +316.8% | +308.0% |
| 1Y | +2,136.7% | +14.1% | +2,122.6% | +1,987.1% |
| 3Y | +2,835.0% | +87.9% | +2,747.1% | +1,595.6% |
| 5Y | +652.8% | +76.3% | +576.5% | +371.8% |
| 10Y | +1,513.9% | +409.7% | +1,104.3% | +301.2% |
| All | +1,702.1% | +1,246.8% | +455.3% | +98.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling