+913.2%
VTI vs AXP
+1,228.2%
-315.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.9% |
| 7D | -2.6% | +0.6% | -3.2% | -2.8% |
| 30D | -5.0% | +5.8% | -10.8% | -7.3% |
| 3M | -4.3% | -6.0% | +1.7% | -2.0% |
| 6M | +0.6% | +0.3% | +0.3% | -0.1% |
| YTD | +8.9% | -12.3% | +21.1% | +13.6% |
| 1Y | +11.1% | -11.2% | +22.4% | +15.2% |
| 3Y | +74.5% | +117.0% | -42.5% | +23.0% |
| 5Y | +60.1% | +93.2% | -33.1% | +15.9% |
| 10Y | +297.4% | +461.2% | -163.8% | +74.6% |
| All | +913.2% | +1,228.2% | -315.0% | +150.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling