+204.8%
VALE vs VSAT
-16.2%
+221.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.9% | +4.4% | +0.2% |
| 7D | -3.2% | +5.9% | -9.1% | -4.1% |
| 30D | -15.1% | +9.7% | -24.8% | -17.0% |
| 3M | -18.7% | -18.3% | -0.4% | -17.2% |
| 6M | -31.5% | -4.1% | -27.4% | -33.1% |
| YTD | -11.4% | +96.5% | -108.0% | -23.6% |
| 1Y | -1.9% | +89.3% | -91.1% | -15.2% |
| 3Y | +1.7% | +270.1% | -268.4% | -30.6% |
| 5Y | +35.4% | +26.4% | +9.1% | +9.9% |
| All | +204.8% | -16.2% | +221.0% | +128.2% |
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