+117.0%
AXP vs VSAT
+51.9%
+65.1%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.0% | -6.1% | -1.6% |
| 7D | -2.1% | +11.8% | -13.9% | -3.2% |
| 30D | -6.5% | -7.0% | +0.5% | -6.0% |
| 3M | +4.6% | +3.3% | +1.4% | +3.1% |
| 6M | +5.4% | +57.4% | -52.0% | -1.5% |
| YTD | -11.1% | +118.6% | -129.7% | -20.5% |
| 1Y | -0.3% | +150.2% | -150.5% | -12.8% |
| 3Y | +111.6% | +160.7% | -49.1% | +71.9% |
| All | +117.0% | +51.9% | +65.1% | +67.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling