+102.6%
V vs AXP
+96.1%
+6.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.3% | -0.9% | -2.2% |
| 7D | +2.9% | +0.4% | +2.5% | +2.8% |
| 30D | +14.0% | +7.0% | +7.0% | +10.6% |
| 3M | +14.9% | -6.6% | +21.5% | +18.4% |
| 6M | +31.7% | +3.5% | +28.3% | +29.3% |
| YTD | +21.2% | -11.2% | +32.4% | +26.8% |
| 1Y | +25.3% | -10.2% | +35.4% | +30.3% |
| 3Y | +77.5% | +120.0% | -42.6% | +16.3% |
| 5Y | +102.6% | +95.6% | +7.0% | +39.5% |
| All | +102.6% | +96.1% | +6.4% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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