+89.5%
AXP vs VTRS
+78.7%
+10.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.4% |
| 7D | -2.9% | +9.6% | -12.4% | -5.6% |
| 30D | +3.7% | +20.1% | -16.4% | -2.0% |
| 3M | -4.9% | +30.3% | -35.2% | -12.5% |
| 6M | +4.1% | +26.3% | -22.3% | -3.7% |
| YTD | -11.7% | +73.1% | -84.8% | -26.7% |
| 1Y | -11.7% | +94.7% | -106.4% | -29.5% |
| 3Y | +116.5% | +159.7% | -43.2% | +47.3% |
| 5Y | +89.5% | +79.7% | +9.8% | +39.2% |
| All | +89.5% | +78.7% | +10.8% | +39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling