+100.6%
AXP vs VT
+57.9%
+42.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +4.0% | -1.6% | +5.6% | +6.1% |
| 30D | +7.8% | -2.5% | +10.3% | +11.1% |
| 3M | -5.3% | -1.3% | -4.0% | -4.0% |
| 6M | +2.4% | +3.1% | -0.7% | -2.1% |
| YTD | -11.0% | +10.9% | -22.0% | -22.6% |
| 1Y | -9.0% | +12.1% | -21.0% | -21.8% |
| 3Y | +120.4% | +73.9% | +46.5% | +9.4% |
| All | +100.6% | +57.9% | +42.7% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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