+915.5%
AXP vs VCIT
+96.2%
+819.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +1.9% |
| 7D | +4.6% | +0.4% | +4.2% | +4.4% |
| 30D | +9.7% | +2.2% | +7.6% | +8.7% |
| 3M | -3.8% | -1.8% | -1.9% | -3.0% |
| 6M | +4.8% | -1.6% | +6.4% | +5.6% |
| YTD | -9.1% | -1.7% | -7.4% | -8.4% |
| 1Y | -6.7% | -0.8% | -5.9% | -6.3% |
| 3Y | +125.2% | +19.3% | +105.9% | +111.4% |
| 5Y | +105.0% | +3.5% | +101.4% | +95.4% |
| 10Y | +481.5% | +28.6% | +452.9% | +497.5% |
| All | +915.5% | +96.2% | +819.3% | +1,529.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling