+2,826.7%
VRT vs AXTI
+815.3%
+2,011.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +12.8% | -9.2% | +1.2% |
| 7D | +13.6% | +24.0% | -10.4% | +8.9% |
| 30D | +6.8% | -21.5% | +28.2% | +10.5% |
| 3M | -3.2% | -23.4% | +20.2% | -2.7% |
| 6M | +20.3% | +114.9% | -94.5% | -6.4% |
| YTD | +79.6% | +325.4% | -245.8% | +16.3% |
| 1Y | +139.0% | +2,136.7% | -1,997.7% | +6.5% |
| 3Y | +644.6% | +2,835.0% | -2,190.4% | +163.5% |
| 5Y | +1,024.4% | +652.8% | +371.5% | +427.1% |
| All | +2,826.7% | +815.3% | +2,011.4% | +808.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling