-6.7%
AXP vs VTRS
+90.6%
-97.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +1.9% |
| 7D | +4.6% | +2.4% | +2.2% | +4.1% |
| 30D | +9.7% | +9.1% | +0.7% | +7.9% |
| 3M | -3.8% | +9.4% | -13.2% | -5.5% |
| 6M | +4.8% | +28.3% | -23.5% | -0.4% |
| YTD | -9.1% | +58.0% | -67.1% | -17.3% |
| 1Y | -6.7% | +89.7% | -96.4% | -17.5% |
| All | -6.7% | +90.6% | -97.3% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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