+105.0%
AXP vs VCIT
+3.8%
+101.2%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +1.7% |
| 7D | +4.6% | +0.4% | +4.2% | +4.2% |
| 30D | +9.7% | +2.2% | +7.6% | +7.8% |
| 3M | -3.8% | -1.8% | -1.9% | -2.3% |
| 6M | +4.8% | -1.6% | +6.4% | +6.3% |
| YTD | -9.1% | -1.7% | -7.4% | -7.7% |
| 1Y | -6.7% | -0.8% | -5.9% | -5.9% |
| 3Y | +125.2% | +19.3% | +105.9% | +97.6% |
| 5Y | +105.0% | +3.5% | +101.4% | +57.3% |
| All | +105.0% | +3.8% | +101.2% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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