+0.2%
VZ vs AXP
+4.3%
-4.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.2% | -0.1% | +2.0% |
| 7D | +6.9% | +4.6% | +2.3% | +6.9% |
| 30D | +2.3% | +9.7% | -7.5% | +2.3% |
| 3M | 0.0% | -3.8% | +3.8% | -1.0% |
| 6M | +0.2% | +4.8% | -4.6% | +2.7% |
| All | +0.2% | +4.3% | -4.0% | +2.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling