+428.4%
AXP vs VSAT
-4.9%
+433.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -0.9% | -0.4% |
| 7D | -0.6% | -0.5% | -0.1% | -1.1% |
| 30D | +5.0% | +4.0% | +1.0% | +3.2% |
| 3M | -4.2% | -11.8% | +7.5% | -3.5% |
| 6M | +2.9% | +6.9% | -4.0% | -2.2% |
| YTD | -11.6% | +117.2% | -128.8% | -28.5% |
| 1Y | -11.1% | +102.4% | -113.5% | -27.6% |
| 3Y | +116.7% | +295.5% | -178.7% | +29.0% |
| 5Y | +89.6% | +37.0% | +52.6% | +42.4% |
| 10Y | +428.4% | -6.0% | +434.4% | +246.0% |
| All | +428.4% | -4.9% | +433.3% | +246.0% |
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