+428.4%
AXP price history and return analytics
+217.6%
+210.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.4% |
| 7D | -0.6% | -0.1% | -0.5% | -0.6% |
| 30D | +5.0% | -3.1% | +8.0% | +9.1% |
| 3M | -4.2% | -3.5% | -0.8% | 0.0% |
| 6M | +2.9% | +0.5% | +2.5% | +1.4% |
| YTD | -11.6% | +10.8% | -22.4% | -24.0% |
| 1Y | -11.1% | +11.9% | -23.0% | -24.5% |
| 3Y | +116.7% | +73.0% | +43.8% | +2.3% |
| 5Y | +89.6% | +58.6% | +31.0% | +2.2% |
| 10Y | +428.4% | +219.2% | +209.2% | +21.0% |
| All | +428.4% | +217.6% | +210.7% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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