+448.7%
AXP price history and return analytics
+215.5%
+233.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.5% |
| 7D | +0.6% | -2.3% | +2.9% | +3.6% |
| 30D | +5.8% | -5.0% | +10.8% | +13.0% |
| 3M | -6.0% | -4.9% | -1.1% | +0.1% |
| 6M | +0.3% | -1.5% | +1.8% | +1.5% |
| YTD | -12.3% | +8.5% | -20.7% | -22.4% |
| 1Y | -11.2% | +11.4% | -22.6% | -24.2% |
| 3Y | +117.0% | +70.1% | +47.0% | +4.8% |
| 5Y | +93.2% | +53.7% | +39.4% | +8.6% |
| All | +448.7% | +215.5% | +233.2% | +32.2% |
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