+489.2%
VALE vs BBY
+252.7%
+236.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.1% | -3.4% | -1.2% |
| 7D | -0.3% | +0.6% | -0.8% | -0.5% |
| 30D | +8.6% | +9.4% | -0.8% | +5.5% |
| 3M | +2.0% | +19.3% | -17.4% | -3.8% |
| 6M | +2.1% | +47.9% | -45.8% | -10.6% |
| YTD | +20.2% | +39.6% | -19.3% | +6.4% |
| 1Y | +55.2% | +22.2% | +33.0% | +42.6% |
| 3Y | +45.9% | +45.0% | +0.9% | +20.6% |
| 5Y | +41.4% | +2.6% | +38.8% | +26.0% |
| All | +489.2% | +252.7% | +236.5% | +271.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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