+623.9%
AXP vs VEA
+170.4%
+453.5%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.6% |
| 7D | -2.1% | +1.0% | -3.1% | -3.2% |
| 30D | -6.5% | +1.9% | -8.5% | -8.6% |
| 3M | +4.6% | +3.2% | +1.4% | +0.3% |
| 6M | +5.4% | +10.2% | -4.8% | -7.1% |
| YTD | -11.1% | +18.9% | -30.0% | -28.4% |
| 1Y | -0.3% | +29.3% | -29.6% | -27.2% |
| 3Y | +111.6% | +76.8% | +34.8% | +7.7% |
| 5Y | +117.6% | +61.2% | +56.3% | +24.3% |
| 10Y | +474.1% | +163.3% | +310.8% | +97.0% |
| All | +623.9% | +170.4% | +453.5% | +143.2% |
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