-11.1%
AXP vs VSAT
+83.0%
-94.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.9% | +5.7% | +1.1% |
| 7D | -0.1% | +5.9% | -6.0% | -0.5% |
| 30D | +4.4% | +9.7% | -5.3% | +3.6% |
| 3M | -6.4% | -18.3% | +11.9% | -5.7% |
| 6M | +4.2% | -4.1% | +8.2% | +3.0% |
| YTD | -12.4% | +96.5% | -108.9% | -20.1% |
| 1Y | -11.1% | +89.3% | -100.4% | -18.8% |
| All | -11.1% | +83.0% | -94.1% | -18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling