+41.8%
VALE vs AVTR
-64.7%
+106.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -0.2% | -2.0% | +1.8% | +0.1% |
| 30D | +9.7% | +8.1% | +1.7% | +8.4% |
| 3M | +5.3% | +54.2% | -48.9% | -2.4% |
| 6M | +0.5% | +82.6% | -82.0% | -9.6% |
| YTD | +20.6% | +29.8% | -9.2% | +14.1% |
| 1Y | +57.6% | +18.0% | +39.6% | +49.0% |
| 3Y | +50.6% | -26.4% | +77.0% | +52.2% |
| 5Y | +41.8% | -64.8% | +106.7% | +70.1% |
| All | +41.8% | -64.7% | +106.5% | +70.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling