+456.7%
AXTI vs VYM
+21.8%
+434.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +1.2% | -8.6% | -9.9% |
| 7D | -26.2% | +1.2% | -27.3% | -28.1% |
| 30D | -45.1% | +5.2% | -50.4% | -51.6% |
| 3M | -27.2% | +0.5% | -27.7% | -28.1% |
| 6M | -55.2% | +7.7% | -62.9% | -64.3% |
| YTD | +190.8% | +17.2% | +173.6% | +90.9% |
| 1Y | +456.7% | +21.7% | +435.0% | +248.1% |
| All | +456.7% | +21.8% | +434.9% | +248.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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