+460.3%
AXP vs VTRS
-48.4%
+508.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.7% | -1.1% |
| 7D | -2.5% | -3.5% | +1.0% | -1.4% |
| 30D | -5.0% | +2.1% | -7.1% | -5.7% |
| 3M | +1.4% | +2.6% | -1.3% | +0.2% |
| 6M | +6.0% | +17.8% | -11.8% | 0.0% |
| YTD | -12.3% | +35.7% | -48.0% | -21.3% |
| 1Y | +0.3% | +63.5% | -63.2% | -15.6% |
| 3Y | +111.7% | +85.1% | +26.5% | +65.3% |
| 5Y | +114.5% | +42.5% | +72.1% | +77.4% |
| All | +460.3% | -48.4% | +508.7% | +434.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling