+117.0%
AXP vs VTV
+80.3%
+36.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -3.9% |
| 6M | +5.4% | +11.6% | -6.2% | -10.7% |
| YTD | -11.1% | +19.8% | -30.9% | -32.4% |
| 1Y | -0.3% | +26.2% | -26.5% | -29.8% |
| 3Y | +111.6% | +68.5% | +43.1% | -0.8% |
| All | +117.0% | +80.3% | +36.7% | -6.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling