+89.6%
AXP price history and return analytics
+53.4%
+36.2%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.5% |
| 7D | +0.6% | -2.3% | +2.9% | +3.3% |
| 30D | +5.8% | -5.0% | +10.8% | +12.3% |
| 3M | -6.0% | -4.9% | -1.1% | -0.4% |
| 6M | +0.3% | -1.5% | +1.8% | +1.4% |
| YTD | -12.3% | +8.5% | -20.7% | -21.7% |
| 1Y | -11.2% | +11.4% | -22.6% | -23.4% |
| 3Y | +117.0% | +70.1% | +47.0% | +10.6% |
| All | +89.6% | +53.4% | +36.2% | +15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling