+654.4%
VRT vs AXTI
+352.8%
+301.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.9% | +0.3% | -2.8% |
| 7D | +10.5% | +7.6% | +2.9% | +8.6% |
| 30D | -9.3% | -32.1% | +22.8% | -2.3% |
| 3M | -29.6% | -46.0% | +16.4% | -21.8% |
| 6M | -45.4% | -65.7% | +20.3% | -37.1% |
| YTD | +24.8% | +155.9% | -131.1% | -11.3% |
| 1Y | +23.6% | +300.8% | -277.2% | -21.0% |
| 3Y | +379.7% | +1,981.6% | -1,601.9% | +70.4% |
| All | +654.4% | +352.8% | +301.6% | +372.7% |
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