+117.0%
AXP vs VGT
+105.8%
+11.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.9% |
| 7D | +0.6% | -7.2% | +7.8% | +4.3% |
| 30D | +5.8% | -16.1% | +22.0% | +15.5% |
| 3M | -6.0% | -9.2% | +3.1% | -2.0% |
| 6M | +0.3% | -0.7% | +1.0% | -1.9% |
| YTD | -12.3% | +15.6% | -27.8% | -22.3% |
| 1Y | -11.2% | +14.4% | -25.6% | -21.0% |
| 3Y | +117.0% | +105.2% | +11.8% | +39.3% |
| All | +117.0% | +105.8% | +11.2% | +39.3% |
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