+1,010.7%
AXP price history and return analytics
+374.2%
+636.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -2.1% | +0.4% | -2.6% | -2.7% |
| 30D | -6.5% | +1.0% | -7.5% | -7.7% |
| 3M | +4.6% | +2.4% | +2.3% | +1.2% |
| 6M | +5.4% | +12.0% | -6.6% | -9.4% |
| YTD | -11.1% | +15.3% | -26.5% | -26.4% |
| 1Y | -0.3% | +22.6% | -22.9% | -23.7% |
| 3Y | +111.6% | +74.7% | +36.9% | +4.4% |
| 5Y | +117.6% | +66.1% | +51.4% | +15.7% |
| 10Y | +474.1% | +225.0% | +249.1% | +37.6% |
| All | +1,010.7% | +374.2% | +636.5% | +89.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling