+407.0%
AXP vs VTV
+230.1%
+177.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.5% |
| 7D | -0.1% | +2.9% | -3.0% | -4.3% |
| 30D | +4.4% | +3.8% | +0.7% | -1.2% |
| 3M | -6.4% | +1.6% | -8.0% | -8.5% |
| 6M | +4.2% | +11.2% | -7.0% | -11.0% |
| YTD | -12.4% | +22.0% | -34.4% | -34.8% |
| 1Y | -11.1% | +24.9% | -36.0% | -36.0% |
| 3Y | +114.9% | +78.5% | +36.4% | -6.6% |
| 5Y | +87.4% | +77.8% | +9.7% | -16.7% |
| All | +407.0% | +230.1% | +177.0% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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