+118.1%
AXP vs VNQ
+6.4%
+111.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.6% |
| 7D | -2.1% | -1.3% | -0.9% | -1.2% |
| 30D | -6.5% | -2.9% | -3.6% | -4.4% |
| 3M | +4.6% | +0.8% | +3.8% | +3.6% |
| 6M | +5.4% | +2.5% | +3.0% | +2.8% |
| YTD | -11.1% | +10.6% | -21.8% | -18.6% |
| 1Y | -0.3% | +9.1% | -9.4% | -7.6% |
| 3Y | +111.6% | +31.0% | +80.5% | +67.3% |
| All | +118.1% | +6.4% | +111.7% | +111.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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