+86.1%
AXP vs VNQ
+6.7%
+79.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -0.1% | +0.8% | -0.9% | -0.7% |
| 30D | +4.4% | +6.8% | -2.3% | -0.8% |
| 3M | -6.4% | -1.3% | -5.1% | -5.5% |
| 6M | +4.2% | +2.4% | +1.8% | +1.8% |
| YTD | -12.4% | +12.1% | -24.5% | -20.6% |
| 1Y | -11.1% | +12.0% | -23.1% | -19.4% |
| 3Y | +114.9% | +44.8% | +70.1% | +55.7% |
| All | +86.1% | +6.7% | +79.5% | +78.4% |
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