+448.7%
AXP vs VO
+196.6%
+252.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | +0.6% | -2.6% | +3.1% | +3.8% |
| 30D | +5.8% | -0.9% | +6.8% | +7.1% |
| 3M | -6.0% | -3.0% | -3.0% | -2.5% |
| 6M | +0.3% | +2.2% | -1.9% | -2.5% |
| YTD | -12.3% | +10.6% | -22.8% | -22.8% |
| 1Y | -11.2% | +12.5% | -23.8% | -23.5% |
| 3Y | +117.0% | +61.4% | +55.6% | +21.2% |
| 5Y | +93.2% | +33.4% | +59.8% | +37.2% |
| All | +448.7% | +196.6% | +252.1% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling