+2.0%
VALE vs AS
+4.8%
-2.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.1% |
| 7D | +1.8% | +6.9% | -5.2% | +0.5% |
| 30D | -14.8% | +16.0% | -30.8% | -17.3% |
| 3M | -19.0% | -12.8% | -6.2% | -16.4% |
| 6M | -27.7% | -15.4% | -12.3% | -25.1% |
| YTD | -8.5% | -15.7% | +7.2% | -8.1% |
| All | +2.0% | +4.8% | -2.7% | +3.2% |
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