+294.6%
VTI vs AXP
+465.7%
-171.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.6% |
| 7D | +0.6% | +0.6% | +0.1% | +0.4% |
| 30D | -1.1% | -4.3% | +3.2% | +0.7% |
| 3M | +3.9% | +4.7% | -0.8% | +1.6% |
| 6M | +14.6% | +9.0% | +5.6% | +10.0% |
| YTD | +13.3% | -11.1% | +24.4% | +17.9% |
| 1Y | +19.2% | +1.3% | +17.9% | +16.8% |
| 3Y | +77.4% | +114.5% | -37.1% | +24.0% |
| 5Y | +74.0% | +118.0% | -44.0% | +17.9% |
| 10Y | +294.6% | +464.9% | -170.3% | +87.4% |
| All | +294.6% | +465.7% | -171.1% | +87.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling