+489.2%
VALE vs VSAT
+3.3%
+485.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -0.3% | -1.3% | +1.1% | -0.1% |
| 30D | +8.6% | -14.8% | +23.4% | +11.1% |
| 3M | +2.0% | +2.2% | -0.2% | +0.3% |
| 6M | +2.1% | +60.2% | -58.1% | -7.5% |
| YTD | +20.2% | +115.6% | -95.4% | +3.2% |
| 1Y | +55.2% | +132.9% | -77.7% | +30.2% |
| 3Y | +45.9% | +216.1% | -170.2% | +3.7% |
| 5Y | +41.4% | +52.9% | -11.5% | +8.2% |
| All | +489.2% | +3.3% | +485.9% | +350.4% |
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