+448.7%
AXP vs VEU
+139.4%
+309.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.5% |
| 7D | +0.6% | -1.6% | +2.2% | +2.5% |
| 30D | +5.8% | -4.3% | +10.2% | +11.4% |
| 3M | -6.0% | -5.8% | -0.2% | +0.6% |
| 6M | +0.3% | -4.4% | +4.7% | +4.4% |
| YTD | -12.3% | +8.7% | -20.9% | -22.9% |
| 1Y | -11.2% | +12.6% | -23.9% | -25.5% |
| 3Y | +117.0% | +65.2% | +51.8% | +10.3% |
| 5Y | +93.2% | +45.5% | +47.6% | +17.3% |
| All | +448.7% | +139.4% | +309.3% | +101.6% |
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