+151.0%
VALE vs AVTR
+0.6%
+150.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | -0.2% |
| 7D | -0.3% | -1.1% | +0.8% | 0.0% |
| 30D | +8.6% | +6.3% | +2.3% | +7.0% |
| 3M | +2.0% | +53.3% | -51.3% | -9.0% |
| 6M | +2.1% | +78.6% | -76.5% | -12.8% |
| YTD | +20.2% | +29.2% | -9.0% | +10.6% |
| 1Y | +55.2% | +13.8% | +41.3% | +44.4% |
| 3Y | +45.9% | -27.4% | +73.3% | +48.1% |
| 5Y | +41.4% | -65.0% | +106.4% | +79.0% |
| All | +151.0% | +0.6% | +150.4% | +104.9% |
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