+113.2%
AXP vs VGT
+107.1%
+6.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.3% |
| 7D | -2.1% | +5.6% | -7.8% | -4.9% |
| 30D | +2.7% | -10.6% | +13.2% | +8.4% |
| 3M | -7.3% | -6.9% | -0.4% | -4.4% |
| 6M | +1.8% | +0.9% | +0.8% | -1.0% |
| YTD | -13.1% | +20.4% | -33.5% | -24.7% |
| 1Y | -13.7% | +17.4% | -31.1% | -24.1% |
| All | +113.2% | +107.1% | +6.1% | +34.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling