+222.3%
VALE vs AMC
-98.6%
+320.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +8.3% | -5.0% | +3.1% |
| 7D | +5.6% | +6.6% | -1.0% | +5.3% |
| 30D | -12.1% | +14.1% | -26.2% | -12.5% |
| 3M | -16.3% | +31.3% | -47.6% | -17.0% |
| 6M | -26.0% | +126.7% | -152.6% | -28.0% |
| YTD | -5.5% | +117.9% | -123.5% | -8.2% |
| 1Y | +6.7% | +41.1% | -34.4% | +4.8% |
| 3Y | +10.2% | -61.0% | +71.1% | +10.0% |
| 5Y | +49.7% | -99.1% | +148.9% | +58.2% |
| 10Y | +222.3% | -98.7% | +320.9% | +202.5% |
| All | +222.3% | -98.6% | +320.9% | +202.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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