+424.9%
AXP vs VSAT
-5.6%
+430.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.5% | -0.2% |
| 7D | -2.9% | +12.5% | -15.3% | -5.2% |
| 30D | +3.7% | +11.0% | -7.3% | +0.9% |
| 3M | -4.9% | -11.1% | +6.2% | -4.3% |
| 6M | +4.1% | +2.8% | +1.3% | -0.4% |
| YTD | -11.7% | +118.0% | -129.7% | -28.6% |
| 1Y | -11.7% | +97.1% | -108.8% | -27.7% |
| 3Y | +116.5% | +296.8% | -180.3% | +28.8% |
| 5Y | +89.5% | +38.7% | +50.8% | +41.7% |
| 10Y | +424.9% | -7.4% | +432.3% | +243.4% |
| All | +424.9% | -5.6% | +430.5% | +243.4% |
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