+114.5%
AXP vs VTRS
+88.4%
+26.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.4% |
| 7D | +0.6% | -0.1% | +0.7% | +0.6% |
| 30D | -4.3% | +1.9% | -6.2% | -4.8% |
| 3M | +4.7% | +5.1% | -0.3% | +3.3% |
| 6M | +9.0% | +20.1% | -11.1% | +3.8% |
| YTD | -11.1% | +36.6% | -47.7% | -18.3% |
| 1Y | +1.3% | +64.1% | -62.8% | -11.2% |
| 3Y | +114.5% | +86.4% | +28.1% | +69.6% |
| All | +114.5% | +88.4% | +26.1% | +69.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling