-11.6%
AXP vs VTEB
+0.6%
-12.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.2% |
| 7D | -0.6% | +0.7% | -1.3% | -1.5% |
| 30D | +5.0% | +4.0% | +0.9% | -0.2% |
| 3M | -4.2% | -0.5% | -3.7% | -0.8% |
| 6M | +2.9% | -0.6% | +3.6% | +7.5% |
| YTD | -11.6% | +0.4% | -12.0% | -10.6% |
| All | -11.6% | +0.6% | -12.3% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 1y: compounded portfolio wealth divided by compounded VTEB 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…
1y analysis · Full analysis span regression · 6 months rolling