+85.9%
AXP vs VIG
+65.2%
+20.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.5% | -1.5% |
| 7D | -2.1% | +3.1% | -5.2% | -6.3% |
| 30D | +2.7% | +5.0% | -2.4% | -4.3% |
| 3M | -7.3% | +2.7% | -10.0% | -10.7% |
| 6M | +1.8% | +11.0% | -9.2% | -12.2% |
| YTD | -13.1% | +16.0% | -29.0% | -29.5% |
| 1Y | -13.7% | +16.3% | -30.0% | -30.2% |
| 3Y | +113.1% | +66.8% | +46.3% | +6.4% |
| 5Y | +85.9% | +64.8% | +21.2% | -4.4% |
| All | +85.9% | +65.2% | +20.7% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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