-6.7%
AXP vs VSAT
+85.9%
-92.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -11.2% | +13.4% | +2.8% |
| 7D | +4.6% | -14.7% | +19.3% | +5.4% |
| 30D | +9.7% | -4.3% | +14.0% | +9.7% |
| 3M | -3.8% | -22.5% | +18.7% | -2.7% |
| 6M | +4.8% | +4.7% | +0.1% | +2.9% |
| YTD | -9.1% | +93.8% | -102.9% | -17.1% |
| 1Y | -6.7% | +79.8% | -86.5% | -14.3% |
| All | -6.7% | +85.9% | -92.6% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 1y: compounded portfolio wealth divided by compounded VSAT 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…
1y analysis · Full analysis span regression · 6 months rolling