+464.9%
AXP vs VEU
+149.3%
+315.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | +0.6% | +1.7% | -1.1% | -1.4% |
| 30D | -4.3% | +1.0% | -5.3% | -5.5% |
| 3M | +4.7% | +5.6% | -0.9% | -2.5% |
| 6M | +9.0% | +13.7% | -4.7% | -8.3% |
| YTD | -11.1% | +17.7% | -28.9% | -28.8% |
| 1Y | +1.3% | +25.8% | -24.5% | -25.4% |
| 3Y | +114.5% | +77.1% | +37.4% | +1.1% |
| 5Y | +118.0% | +57.1% | +60.9% | +21.5% |
| 10Y | +464.9% | +149.8% | +315.1% | +85.0% |
| All | +464.9% | +149.3% | +315.6% | +85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling