+83.7%
VOO vs AXTI
+614.9%
-531.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -0.8% | +5.1% | -5.8% | -1.1% |
| 30D | -1.1% | -17.5% | +16.4% | -0.4% |
| 3M | +3.9% | -26.7% | +30.6% | +3.8% |
| 6M | +13.6% | +36.8% | -23.1% | +7.0% |
| YTD | +12.7% | +296.1% | -283.4% | -3.1% |
| 1Y | +17.6% | +1,810.6% | -1,793.0% | -11.2% |
| 3Y | +77.3% | +2,587.6% | -2,510.2% | +19.6% |
| All | +83.7% | +614.9% | -531.2% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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