+64.4%
VZ vs AXTI
+1,517.6%
-1,453.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.3% |
| 7D | -1.0% | +21.0% | -22.0% | -1.1% |
| 30D | +5.8% | -6.6% | +12.4% | +5.8% |
| 3M | +10.5% | -12.1% | +22.6% | +10.4% |
| 6M | +1.8% | +78.7% | -76.9% | +0.5% |
| YTD | +28.3% | +321.5% | -293.2% | +25.0% |
| 1Y | +22.0% | +2,166.8% | -2,144.8% | +16.3% |
| 3Y | +81.8% | +2,807.6% | -2,725.7% | +69.4% |
| 5Y | +25.3% | +651.5% | -626.1% | +20.0% |
| 10Y | +64.4% | +1,560.5% | -1,496.1% | +47.8% |
| All | +64.4% | +1,517.6% | -1,453.2% | +47.8% |
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