+464.9%
AXP vs VEA
+159.8%
+305.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | +0.6% | +1.9% | -1.3% | -1.7% |
| 30D | -4.3% | +0.8% | -5.1% | -5.3% |
| 3M | +4.7% | +5.7% | -1.0% | -2.7% |
| 6M | +9.0% | +13.3% | -4.3% | -8.4% |
| YTD | -11.1% | +18.4% | -29.5% | -29.7% |
| 1Y | +1.3% | +27.0% | -25.7% | -26.9% |
| 3Y | +114.5% | +79.3% | +35.2% | -2.3% |
| 5Y | +118.0% | +62.1% | +55.9% | +15.0% |
| 10Y | +464.9% | +160.3% | +304.7% | +67.5% |
| All | +464.9% | +159.8% | +305.1% | +67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VEA 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling