+440.3%
AXP vs VSAT
+2.6%
+437.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +16.3% | -15.3% | -1.8% |
| 7D | -1.1% | +0.4% | -1.5% | -1.7% |
| 30D | +5.2% | +3.3% | +2.0% | +3.6% |
| 3M | -4.6% | -7.5% | +2.9% | -4.7% |
| 6M | +3.2% | +6.2% | -3.0% | -1.9% |
| YTD | -11.3% | +115.8% | -127.2% | -28.3% |
| 1Y | -11.0% | +107.7% | -118.7% | -27.9% |
| 3Y | +120.2% | +292.0% | -171.9% | +31.3% |
| 5Y | +91.7% | +35.3% | +56.4% | +44.5% |
| 10Y | +440.3% | -5.2% | +445.5% | +254.9% |
| All | +440.3% | +2.6% | +437.8% | +254.9% |
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