+20.2%
VZ vs AXTI
+318.1%
-297.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.9% | -6.8% | -0.9% |
| 7D | +2.1% | -29.4% | +31.5% | +1.9% |
| 30D | +1.4% | -51.3% | +52.6% | +1.0% |
| 3M | -1.3% | -48.3% | +47.0% | -1.5% |
| 6M | -0.5% | -62.9% | +62.4% | -0.6% |
| YTD | +19.6% | +137.8% | -118.2% | +19.1% |
| 1Y | +22.4% | +338.3% | -316.0% | +22.0% |
| 3Y | +55.9% | +1,590.4% | -1,534.6% | +53.2% |
| All | +20.2% | +318.1% | -297.9% | +18.4% |
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