+489.2%
VALE vs APTV
-16.1%
+505.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -0.3% | -5.0% | +4.8% | +1.4% |
| 30D | +8.6% | -6.1% | +14.7% | +10.6% |
| 3M | +2.0% | -33.0% | +35.0% | +15.4% |
| 6M | +2.1% | -35.2% | +37.4% | +15.6% |
| YTD | +20.2% | -40.1% | +60.4% | +39.1% |
| 1Y | +55.2% | -45.6% | +100.8% | +85.2% |
| 3Y | +45.9% | -54.4% | +100.2% | +78.2% |
| 5Y | +41.4% | -68.9% | +110.3% | +89.3% |
| All | +489.2% | -16.1% | +505.3% | +442.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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