+614.6%
AXP vs VEA
+149.5%
+465.1%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.7% |
| 7D | +0.6% | -2.2% | +2.8% | +3.1% |
| 30D | +5.8% | -3.4% | +9.2% | +9.9% |
| 3M | -6.0% | -5.6% | -0.4% | 0.0% |
| 6M | +0.3% | -3.4% | +3.7% | +3.1% |
| YTD | -12.3% | +9.7% | -22.0% | -22.8% |
| 1Y | -11.2% | +15.4% | -26.6% | -26.3% |
| 3Y | +117.0% | +68.5% | +48.5% | +16.2% |
| 5Y | +93.2% | +49.6% | +43.5% | +19.8% |
| 10Y | +461.2% | +154.3% | +306.8% | +100.3% |
| All | +614.6% | +149.5% | +465.1% | +162.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling