+86.1%
AXP vs VGT
+103.7%
-17.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.8% |
| 7D | -0.1% | +2.5% | -2.6% | -1.7% |
| 30D | +4.4% | -9.5% | +13.9% | +10.5% |
| 3M | -6.4% | -9.5% | +3.1% | -1.4% |
| 6M | +4.2% | -1.8% | +5.9% | +2.8% |
| YTD | -12.4% | +18.4% | -30.8% | -24.3% |
| 1Y | -11.1% | +18.7% | -29.9% | -23.4% |
| 3Y | +114.9% | +103.8% | +11.1% | +23.1% |
| All | +86.1% | +103.7% | -17.5% | +0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling