+114.5%
AXP vs VTEB
+9.6%
+104.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.6% | -0.2% | +0.8% | +0.7% |
| 30D | -4.3% | -1.6% | -2.7% | -3.6% |
| 3M | +4.7% | -2.0% | +6.7% | +5.7% |
| 6M | +9.0% | -1.7% | +10.7% | +9.8% |
| YTD | -11.1% | -0.6% | -10.5% | -10.7% |
| 1Y | +1.3% | +1.8% | -0.5% | +1.3% |
| 3Y | +114.5% | +9.6% | +104.9% | +97.8% |
| All | +114.5% | +9.6% | +104.9% | +97.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling