+2.0%
VALE vs AS
+6.1%
-4.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.8% | -1.4% | -2.9% |
| 7D | +5.5% | +4.5% | +1.0% | +4.6% |
| 30D | -15.0% | +13.2% | -28.2% | -17.0% |
| 3M | -20.0% | -11.9% | -8.1% | -17.6% |
| 6M | -28.4% | -11.6% | -16.8% | -26.6% |
| YTD | -8.6% | -14.7% | +6.1% | -8.4% |
| 1Y | +2.0% | +5.7% | -3.7% | +2.9% |
| All | +2.0% | +6.1% | -4.1% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling