+84.9%
VALE vs AVTR
+5.6%
+79.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -3.2% | +0.5% | -3.6% | -3.3% |
| 30D | -15.1% | -1.0% | -14.0% | -14.9% |
| 3M | -18.7% | +12.2% | -30.9% | -21.1% |
| 6M | -31.5% | +97.5% | -128.9% | -42.9% |
| YTD | -11.4% | +35.6% | -47.0% | -19.6% |
| 1Y | -1.9% | +32.8% | -34.7% | -10.6% |
| 3Y | +1.7% | -16.5% | +18.2% | -0.9% |
| 5Y | +35.4% | -59.1% | +94.6% | +63.2% |
| All | +84.9% | +5.6% | +79.3% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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