+467.1%
AXP vs VSAT
-3.0%
+470.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.9% | +5.6% | -0.1% |
| 7D | -2.5% | +3.5% | -6.0% | -3.2% |
| 30D | -5.0% | -14.7% | +9.7% | -2.5% |
| 3M | +1.4% | +13.2% | -11.8% | -3.1% |
| 6M | +6.0% | +57.4% | -51.4% | -6.4% |
| YTD | -12.3% | +110.0% | -122.3% | -27.8% |
| 1Y | +0.3% | +134.4% | -134.1% | -20.6% |
| 3Y | +111.7% | +203.5% | -91.9% | +35.8% |
| 5Y | +114.5% | +47.1% | +67.4% | +53.3% |
| 10Y | +467.1% | +0.4% | +466.7% | +274.8% |
| All | +467.1% | -3.0% | +470.1% | +274.8% |
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