+1.6%
VALE vs AS
+2.8%
-1.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.5% |
| 7D | +1.3% | -3.0% | +4.3% | +1.9% |
| 30D | -14.3% | +9.6% | -23.9% | -15.8% |
| 3M | -16.8% | -8.2% | -8.6% | -15.3% |
| 6M | -30.2% | -9.9% | -20.3% | -28.9% |
| YTD | -8.6% | -16.8% | +8.2% | -7.9% |
| 1Y | +1.6% | +3.0% | -1.4% | +2.9% |
| All | +1.6% | +2.8% | -1.2% | +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