+822.6%
VOO vs AXTI
+1,069.1%
-246.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +12.8% | -13.4% | -1.5% |
| 7D | +0.5% | +24.0% | -23.4% | -1.2% |
| 30D | -0.9% | -21.5% | +20.5% | +0.3% |
| 3M | +3.9% | -23.4% | +27.3% | +3.3% |
| 6M | +14.5% | +114.9% | -100.4% | +1.3% |
| YTD | +13.0% | +325.4% | -312.5% | -8.1% |
| 1Y | +19.4% | +2,136.7% | -2,117.2% | -18.2% |
| 3Y | +78.9% | +2,835.0% | -2,756.2% | +8.3% |
| 5Y | +82.3% | +652.8% | -570.5% | +24.4% |
| 10Y | +314.2% | +1,513.9% | -1,199.7% | +128.5% |
| All | +822.6% | +1,069.1% | -246.5% | +397.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling