+1.3%
AXP vs VTV
+25.7%
-24.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +1.0% |
| 7D | +0.6% | +0.3% | +0.3% | +0.2% |
| 30D | -4.3% | +0.1% | -4.5% | -4.5% |
| 3M | +4.7% | +6.2% | -1.5% | -2.9% |
| 6M | +9.0% | +13.5% | -4.5% | -7.7% |
| YTD | -11.1% | +18.9% | -30.0% | -30.2% |
| 1Y | +1.3% | +25.8% | -24.5% | -26.1% |
| All | +1.3% | +25.7% | -24.4% | -26.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling