+2,397.0%
VRT vs AXTI
+751.3%
+1,645.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.1% | +0.5% | -4.4% |
| 7D | -7.7% | +15.1% | -22.8% | -10.2% |
| 30D | -12.0% | -12.3% | +0.4% | -10.4% |
| 3M | -11.7% | -24.1% | +12.5% | -10.7% |
| 6M | -8.1% | +46.0% | -54.1% | -22.7% |
| YTD | +53.2% | +295.7% | -242.5% | +0.6% |
| 1Y | +81.7% | +1,825.6% | -1,743.9% | -16.6% |
| 3Y | +535.3% | +2,630.0% | -2,094.7% | +128.0% |
| 5Y | +916.4% | +601.0% | +315.4% | +383.2% |
| All | +2,397.0% | +751.3% | +1,645.7% | +686.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling