+204.8%
VALE vs BEN
+58.7%
+146.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -1.0% | -0.7% |
| 7D | -3.2% | +6.8% | -10.0% | -5.9% |
| 30D | -15.1% | +18.0% | -33.0% | -21.2% |
| 3M | -18.7% | +7.5% | -26.2% | -21.5% |
| 6M | -31.5% | +14.7% | -46.2% | -35.9% |
| YTD | -11.4% | +56.1% | -67.5% | -28.1% |
| 1Y | -1.9% | +69.6% | -71.4% | -23.2% |
| 3Y | +1.7% | +87.7% | -86.0% | -27.3% |
| 5Y | +35.4% | +28.6% | +6.8% | +12.6% |
| All | +204.8% | +58.7% | +146.1% | +110.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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