+6,610.0%
AXP vs VTRS
+567.8%
+6,042.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -1.0% |
| 7D | -2.1% | +3.3% | -5.4% | -2.9% |
| 30D | -6.5% | -3.6% | -2.9% | -5.8% |
| 3M | +4.6% | +7.0% | -2.3% | +2.7% |
| 6M | +5.4% | +17.5% | -12.0% | +0.8% |
| YTD | -11.1% | +38.8% | -49.9% | -18.7% |
| 1Y | -0.3% | +69.2% | -69.5% | -13.5% |
| 3Y | +111.6% | +77.5% | +34.1% | +77.8% |
| 5Y | +117.6% | +39.9% | +77.7% | +90.7% |
| 10Y | +474.1% | -47.1% | +521.2% | +491.8% |
| All | +6,610.0% | +567.8% | +6,042.2% | +2,790.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling