+573.1%
VRT vs AXTI
+2,795.4%
-2,222.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.9% | -8.7% | -9.5% |
| 7D | +2.4% | +21.0% | -18.6% | -0.8% |
| 30D | -2.7% | -6.6% | +4.0% | -2.2% |
| 3M | -9.2% | -12.1% | +2.9% | -10.5% |
| 6M | -0.5% | +78.7% | -79.2% | -15.6% |
| YTD | +62.3% | +321.5% | -259.1% | +16.8% |
| 1Y | +109.6% | +2,166.8% | -2,057.2% | +12.7% |
| All | +573.1% | +2,795.4% | -2,222.3% | +277.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling