+123.4%
VRT vs AXP
+1.4%
+122.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.1% | +5.5% | +4.5% |
| 7D | +9.1% | -2.1% | +11.2% | +9.5% |
| 30D | +0.9% | -6.5% | +7.5% | +2.0% |
| 3M | -13.4% | +4.6% | -18.0% | -13.9% |
| 6M | +11.7% | +5.4% | +6.3% | +10.6% |
| YTD | +73.2% | -11.1% | +84.4% | +71.0% |
| 1Y | +123.4% | -0.3% | +123.7% | +126.4% |
| All | +123.4% | +1.4% | +122.0% | +126.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling