+403.0%
AXP vs VO
+197.6%
+205.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -0.5% |
| 7D | -2.1% | +2.9% | -5.1% | -5.7% |
| 30D | +2.7% | +1.0% | +1.7% | +1.3% |
| 3M | -7.3% | -1.7% | -5.6% | -5.4% |
| 6M | +1.8% | +6.7% | -4.9% | -6.3% |
| YTD | -13.1% | +14.0% | -27.0% | -26.4% |
| 1Y | -13.7% | +13.7% | -27.4% | -26.6% |
| 3Y | +113.1% | +65.8% | +47.3% | +15.1% |
| 5Y | +85.9% | +36.6% | +49.3% | +28.3% |
| All | +403.0% | +197.6% | +205.4% | +35.6% |
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