+880.8%
AXP vs VGT
+2,035.6%
-1,154.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -2.5% |
| 7D | +0.6% | -7.2% | +7.8% | +7.2% |
| 30D | +5.8% | -16.1% | +22.0% | +23.1% |
| 3M | -6.0% | -9.2% | +3.1% | +1.1% |
| 6M | +0.3% | -0.7% | +1.0% | -2.7% |
| YTD | -12.3% | +15.6% | -27.8% | -26.9% |
| 1Y | -11.2% | +14.4% | -25.6% | -25.5% |
| 3Y | +117.0% | +105.2% | +11.8% | -0.6% |
| 5Y | +93.2% | +100.0% | -6.9% | -12.4% |
| 10Y | +461.2% | +712.1% | -250.9% | -48.5% |
| All | +880.8% | +2,035.6% | -1,154.7% | -71.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling