+455.5%
V vs VALE
+206.6%
+248.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.3% | +3.6% | +1.1% |
| 7D | +0.8% | +5.5% | -4.7% | -0.4% |
| 30D | +9.9% | -15.0% | +24.9% | +13.7% |
| 3M | +17.5% | -20.0% | +37.5% | +22.9% |
| 6M | +33.5% | -28.4% | +61.8% | +42.5% |
| YTD | +21.6% | -8.6% | +30.2% | +21.7% |
| 1Y | +27.6% | +2.0% | +25.6% | +24.5% |
| 3Y | +76.4% | +4.1% | +72.3% | +68.3% |
| 5Y | +103.8% | +46.4% | +57.4% | +69.6% |
| 10Y | +455.5% | +202.4% | +253.1% | +285.0% |
| All | +455.5% | +206.6% | +248.9% | +285.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 VALE 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