+448.7%
AXP vs VSAT
-9.2%
+457.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +7.7% | -8.9% | -2.6% |
| 7D | +0.6% | -17.0% | +17.6% | +3.5% |
| 30D | +5.8% | -9.8% | +15.6% | +6.8% |
| 3M | -6.0% | -22.0% | +16.0% | -3.1% |
| 6M | +0.3% | -5.0% | +5.3% | -2.6% |
| YTD | -12.3% | +85.6% | -97.8% | -26.9% |
| 1Y | -11.2% | +80.2% | -91.4% | -26.1% |
| 3Y | +117.0% | +250.0% | -133.0% | +31.4% |
| 5Y | +93.2% | -4.6% | +97.7% | +61.2% |
| All | +448.7% | -9.2% | +457.9% | +267.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling