+491.2%
VALE vs A
+247.2%
+244.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.5% |
| 7D | -0.2% | -4.6% | +4.4% | +1.9% |
| 30D | +9.7% | -4.3% | +14.0% | +11.7% |
| 3M | +5.3% | +8.9% | -3.7% | +0.6% |
| 6M | +0.5% | +24.5% | -24.0% | -10.7% |
| YTD | +20.6% | +5.8% | +14.8% | +15.4% |
| 1Y | +57.6% | +16.2% | +41.4% | +43.1% |
| 3Y | +50.6% | +28.5% | +22.1% | +24.5% |
| 5Y | +41.8% | -16.3% | +58.2% | +44.5% |
| All | +491.2% | +247.2% | +244.0% | +150.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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