+73.3%
VZ vs AXTI
+807.1%
-733.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.3% | +7.2% | -0.1% |
| 7D | +0.9% | +18.6% | -17.6% | +0.9% |
| 30D | +6.9% | -32.6% | +39.6% | +7.1% |
| 3M | +0.6% | -44.5% | +45.1% | +0.8% |
| 6M | +0.3% | -64.6% | +64.9% | +0.7% |
| YTD | +21.9% | +166.3% | -144.4% | +18.9% |
| 1Y | +21.7% | +296.5% | -274.9% | +18.1% |
| 3Y | +58.5% | +2,099.0% | -2,040.5% | +46.7% |
| 5Y | +22.4% | +377.9% | -355.5% | +17.3% |
| All | +73.3% | +807.1% | -733.7% | +54.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling