+89.6%
AXP vs VEU
+45.1%
+44.4%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.4% |
| 7D | +0.6% | -1.6% | +2.2% | +2.2% |
| 30D | +5.8% | -4.3% | +10.2% | +10.5% |
| 3M | -6.0% | -5.8% | -0.2% | -0.5% |
| 6M | +0.3% | -4.4% | +4.7% | +3.8% |
| YTD | -12.3% | +8.7% | -20.9% | -21.7% |
| 1Y | -11.2% | +12.6% | -23.9% | -23.9% |
| 3Y | +117.0% | +65.2% | +51.8% | +18.1% |
| All | +89.6% | +45.1% | +44.4% | +31.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling