+117.0%
AXP vs VEA
+61.3%
+55.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.5% |
| 7D | -2.1% | +1.0% | -3.1% | -3.1% |
| 30D | -6.5% | +1.9% | -8.5% | -8.4% |
| 3M | +4.6% | +3.2% | +1.4% | +0.8% |
| 6M | +5.4% | +10.2% | -4.8% | -5.9% |
| YTD | -11.1% | +18.9% | -30.0% | -27.4% |
| 1Y | -0.3% | +29.3% | -29.6% | -26.0% |
| 3Y | +111.6% | +76.8% | +34.8% | +9.1% |
| All | +117.0% | +61.3% | +55.7% | +29.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling