+119.7%
AXP vs VO
+60.4%
+59.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.5% | +1.2% | +2.1% |
| 7D | +0.4% | -3.3% | +3.7% | +4.8% |
| 30D | +7.0% | -1.8% | +8.9% | +9.5% |
| 3M | -6.6% | -3.4% | -3.2% | -2.5% |
| 6M | +3.5% | +3.0% | +0.5% | -0.7% |
| YTD | -11.2% | +10.7% | -21.9% | -22.4% |
| 1Y | -10.2% | +11.8% | -22.0% | -22.5% |
| All | +119.7% | +60.4% | +59.3% | +32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling