+953.6%
VRT vs AXTI
+651.5%
+302.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.9% | -8.7% | -9.4% |
| 7D | +2.4% | +21.0% | -18.6% | -1.3% |
| 30D | -2.7% | -6.6% | +4.0% | -2.1% |
| 3M | -9.2% | -12.1% | +2.9% | -10.8% |
| 6M | -0.5% | +78.7% | -79.2% | -19.4% |
| YTD | +62.3% | +321.5% | -259.1% | +5.9% |
| 1Y | +109.6% | +2,166.8% | -2,057.2% | -6.9% |
| 3Y | +573.1% | +2,807.6% | -2,234.5% | +135.8% |
| 5Y | +953.6% | +651.5% | +302.2% | +448.4% |
| All | +953.6% | +651.5% | +302.2% | +448.4% |
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