+78.8%
VOO vs AXP
+113.5%
-34.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.2% | +0.2% |
| 7D | +3.3% | -2.1% | +5.4% | +4.1% |
| 30D | -2.7% | +2.7% | -5.3% | -3.6% |
| 3M | -1.7% | -7.3% | +5.5% | +0.8% |
| 6M | +3.1% | +1.8% | +1.3% | +2.0% |
| YTD | +11.9% | -13.1% | +25.0% | +16.8% |
| 1Y | +12.1% | -13.7% | +25.8% | +17.1% |
| All | +78.8% | +113.5% | -34.8% | +39.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling