+124.9%
AXP vs VLTO
+69.4%
+55.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +1.9% |
| 7D | +4.6% | +13.8% | -9.2% | -1.2% |
| 30D | +9.7% | +21.2% | -11.4% | +0.7% |
| 3M | -3.8% | +21.5% | -25.3% | -11.9% |
| 6M | +4.8% | +33.0% | -28.2% | -8.4% |
| YTD | -9.1% | +17.8% | -26.9% | -15.7% |
| 1Y | -6.7% | +18.1% | -24.8% | -13.7% |
| All | +124.9% | +69.4% | +55.5% | +88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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