+117.0%
AXP vs VXUS
+54.3%
+62.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.6% |
| 7D | -2.1% | +1.0% | -3.1% | -3.1% |
| 30D | -6.5% | +2.2% | -8.7% | -8.6% |
| 3M | +4.6% | +3.0% | +1.7% | +1.1% |
| 6M | +5.4% | +10.7% | -5.2% | -6.3% |
| YTD | -11.1% | +17.8% | -29.0% | -26.7% |
| 1Y | -0.3% | +27.6% | -27.9% | -24.9% |
| 3Y | +111.6% | +73.3% | +38.3% | +11.0% |
| All | +117.0% | +54.3% | +62.7% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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