+486.8%
VALE vs ALLY
+178.4%
+308.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.3% | +5.2% | +3.1% |
| 7D | +2.9% | +1.0% | +1.9% | +2.4% |
| 30D | +8.8% | -3.3% | +12.1% | +10.0% |
| 3M | +6.8% | +0.5% | +6.3% | +6.3% |
| 6M | +6.9% | +12.6% | -5.7% | +1.8% |
| YTD | +22.8% | -4.7% | +27.5% | +24.0% |
| 1Y | +61.3% | +5.2% | +56.0% | +56.1% |
| 3Y | +53.3% | +66.5% | -13.2% | +19.3% |
| 5Y | +44.9% | +0.2% | +44.6% | +31.2% |
| 10Y | +486.8% | +180.8% | +306.0% | +232.6% |
| All | +486.8% | +178.4% | +308.4% | +232.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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