+117.0%
AXP vs VEA
+67.5%
+49.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.9% |
| 7D | +0.6% | -2.2% | +2.8% | +2.4% |
| 30D | +5.8% | -3.4% | +9.2% | +8.7% |
| 3M | -6.0% | -5.6% | -0.4% | -1.7% |
| 6M | +0.3% | -3.4% | +3.7% | +2.4% |
| YTD | -12.3% | +9.7% | -22.0% | -21.4% |
| 1Y | -11.2% | +15.4% | -26.6% | -24.4% |
| 3Y | +117.0% | +68.5% | +48.5% | +28.3% |
| All | +117.0% | +67.5% | +49.6% | +28.3% |
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