+948.7%
VTI vs AXTI
+203.0%
+745.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.5% |
| 7D | -0.4% | +21.0% | -21.4% | -2.0% |
| 30D | -1.6% | -6.6% | +5.0% | -1.6% |
| 3M | +3.6% | -12.1% | +15.6% | +1.8% |
| 6M | +13.0% | +78.7% | -65.7% | +1.4% |
| YTD | +12.7% | +321.5% | -308.8% | -8.5% |
| 1Y | +18.4% | +2,166.8% | -2,148.4% | -18.8% |
| 3Y | +76.4% | +2,807.6% | -2,731.2% | +8.2% |
| 5Y | +73.7% | +651.5% | -577.8% | +18.1% |
| 10Y | +302.5% | +1,560.5% | -1,258.0% | +131.9% |
| All | +948.7% | +203.0% | +745.7% | +509.4% |
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 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