+114.9%
AXP vs VEA
+74.1%
+40.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -0.1% | +2.3% | -2.4% | -1.9% |
| 30D | +4.4% | +0.2% | +4.2% | +4.2% |
| 3M | -6.4% | -5.3% | -1.1% | -2.3% |
| 6M | +4.2% | -0.9% | +5.1% | +4.2% |
| YTD | -12.4% | +12.2% | -24.6% | -22.9% |
| 1Y | -11.1% | +16.1% | -27.2% | -24.5% |
| 3Y | +114.9% | +73.0% | +41.9% | +24.7% |
| All | +114.9% | +74.1% | +40.8% | +24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling