+893.6%
AXP vs VGT
+2,283.9%
-1,390.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.4% |
| 7D | -2.1% | +1.0% | -3.1% | -3.0% |
| 30D | -6.5% | +1.3% | -7.8% | -7.9% |
| 3M | +4.6% | -1.1% | +5.8% | +3.9% |
| 6M | +5.4% | +32.6% | -27.2% | -21.4% |
| YTD | -11.1% | +29.0% | -40.1% | -32.2% |
| 1Y | -0.3% | +39.7% | -40.0% | -30.1% |
| 3Y | +111.6% | +120.9% | -9.3% | -8.2% |
| 5Y | +117.6% | +133.6% | -16.0% | -14.0% |
| 10Y | +474.1% | +792.6% | -318.4% | -51.0% |
| All | +893.6% | +2,283.9% | -1,390.3% | -73.6% |
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