+1.3%
AXP vs VTR
+36.7%
-35.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | -0.1% |
| 7D | +0.6% | -2.4% | +3.0% | +0.3% |
| 30D | -4.3% | -3.7% | -0.6% | -4.8% |
| 3M | +4.7% | +13.5% | -8.8% | +5.6% |
| 6M | +9.0% | +7.2% | +1.8% | +9.6% |
| YTD | -11.1% | +17.6% | -28.7% | -9.3% |
| 1Y | +1.3% | +35.4% | -34.1% | +3.6% |
| All | +1.3% | +36.7% | -35.4% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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