+43.2%
VALE vs VSAT
+45.0%
-1.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.9% | +6.2% | -0.1% |
| 7D | -1.8% | +3.5% | -5.3% | -2.2% |
| 30D | +6.7% | -14.7% | +21.4% | +8.2% |
| 3M | +4.9% | +13.2% | -8.3% | +2.6% |
| 6M | +3.6% | +57.4% | -53.8% | -2.3% |
| YTD | +21.9% | +110.0% | -88.1% | +11.5% |
| 1Y | +61.6% | +134.4% | -72.8% | +45.5% |
| 3Y | +52.1% | +203.5% | -151.4% | +25.9% |
| 5Y | +43.2% | +47.1% | -4.0% | +8.1% |
| All | +43.2% | +45.0% | -1.8% | +8.1% |
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