+407.0%
AXP vs VSAT
-16.2%
+423.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.9% | +5.7% | +1.7% |
| 7D | -0.1% | +5.9% | -6.0% | -1.4% |
| 30D | +4.4% | +9.7% | -5.3% | +1.8% |
| 3M | -6.4% | -18.3% | +11.9% | -4.4% |
| 6M | +4.2% | -4.1% | +8.2% | +0.8% |
| YTD | -12.4% | +96.5% | -108.9% | -27.9% |
| 1Y | -11.1% | +89.3% | -100.4% | -26.8% |
| 3Y | +114.9% | +270.1% | -155.2% | +28.7% |
| 5Y | +87.4% | +26.4% | +61.1% | +42.0% |
| All | +407.0% | -16.2% | +423.2% | +237.3% |
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