+115.4%
AXP vs VTV
+70.8%
+44.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -0.7% |
| 7D | -2.1% | +0.5% | -2.6% | -2.9% |
| 30D | -6.5% | +1.1% | -7.6% | -8.0% |
| 3M | +4.6% | +5.9% | -1.2% | -4.1% |
| 6M | +5.4% | +11.6% | -6.2% | -11.0% |
| YTD | -11.1% | +19.8% | -30.9% | -33.0% |
| 1Y | -0.3% | +26.2% | -26.5% | -30.7% |
| All | +115.4% | +70.8% | +44.6% | 0.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling