+86.1%
AXP vs VEU
+47.6%
+38.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -0.1% | +2.1% | -2.2% | -2.2% |
| 30D | +4.4% | -0.9% | +5.4% | +5.3% |
| 3M | -6.4% | -5.4% | -1.0% | -1.4% |
| 6M | +4.2% | -1.8% | +5.9% | +5.0% |
| YTD | -12.4% | +10.9% | -23.3% | -23.4% |
| 1Y | -11.1% | +13.6% | -24.7% | -24.3% |
| 3Y | +114.9% | +69.3% | +45.6% | +13.8% |
| All | +86.1% | +47.6% | +38.6% | +26.6% |
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 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