+1.3%
AXP vs VGT
+38.4%
-37.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | +0.6% | +1.8% | -1.2% | +0.1% |
| 30D | -4.3% | -0.3% | -4.0% | -4.3% |
| 3M | +4.7% | +3.4% | +1.3% | +3.2% |
| 6M | +9.0% | +35.0% | -26.0% | -5.1% |
| YTD | -11.1% | +28.8% | -39.9% | -21.1% |
| 1Y | +1.3% | +38.0% | -36.7% | -10.5% |
| All | +1.3% | +38.4% | -37.2% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 1y: compounded portfolio wealth divided by compounded VGT 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…
1y analysis · Full analysis span regression · 6 months rolling