+902.4%
AXP vs VOO
+817.1%
+85.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.7% |
| 7D | -2.1% | +0.1% | -2.2% | -2.2% |
| 30D | -6.5% | +0.1% | -6.6% | -6.6% |
| 3M | +4.6% | +2.0% | +2.6% | +2.0% |
| 6M | +5.4% | +13.0% | -7.6% | -9.3% |
| YTD | -11.1% | +13.6% | -24.7% | -23.9% |
| 1Y | -0.3% | +20.1% | -20.4% | -20.3% |
| 3Y | +111.6% | +77.6% | +34.0% | +6.9% |
| 5Y | +117.6% | +82.4% | +35.1% | +7.1% |
| 10Y | +474.1% | +316.8% | +157.3% | +13.7% |
| All | +902.4% | +817.1% | +85.3% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling