+117.0%
AXP vs VO
+42.6%
+74.4%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -0.9% |
| 7D | -2.1% | -0.3% | -1.8% | -1.8% |
| 30D | -6.5% | -0.3% | -6.2% | -6.2% |
| 3M | +4.6% | +2.9% | +1.7% | +1.1% |
| 6M | +5.4% | +9.3% | -3.9% | -5.1% |
| YTD | -11.1% | +14.2% | -25.3% | -23.9% |
| 1Y | -0.3% | +15.3% | -15.6% | -15.5% |
| 3Y | +111.6% | +56.2% | +55.3% | +29.5% |
| All | +117.0% | +42.6% | +74.4% | +47.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling