+356.1%
VZ vs AXTI
+487.0%
-131.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +9.7% | -10.6% | -1.2% |
| 7D | +0.1% | +5.1% | -5.1% | -0.1% |
| 30D | +7.9% | -10.2% | +18.1% | +7.9% |
| 3M | +13.6% | -41.8% | +55.5% | +14.2% |
| 6M | +1.1% | +57.5% | -56.4% | -2.5% |
| YTD | +29.3% | +277.0% | -247.7% | +20.4% |
| 1Y | +21.2% | +1,982.4% | -1,961.2% | +6.2% |
| 3Y | +75.9% | +2,234.8% | -2,159.0% | +48.0% |
| 5Y | +24.1% | +528.3% | -504.3% | +8.3% |
| 10Y | +62.4% | +1,310.5% | -1,248.1% | +30.8% |
| All | +356.1% | +487.0% | -131.0% | +208.8% |
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 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