+81.7%
VRT vs AXTI
+1,987.1%
-1,905.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.1% | +0.5% | -4.6% |
| 7D | -7.7% | +15.1% | -22.8% | -9.9% |
| 30D | -12.0% | -12.3% | +0.4% | -10.5% |
| 3M | -11.7% | -24.1% | +12.5% | -11.4% |
| 6M | -8.1% | +46.0% | -54.1% | -18.1% |
| YTD | +53.2% | +295.7% | -242.5% | +15.9% |
| 1Y | +81.7% | +1,825.6% | -1,743.9% | +1.2% |
| All | +81.7% | +1,987.1% | -1,905.4% | +1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling