+489.2%
VALE vs BLDR
+383.3%
+105.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -0.9% |
| 7D | -0.3% | -8.2% | +8.0% | +1.8% |
| 30D | +8.6% | -16.6% | +25.3% | +13.3% |
| 3M | +2.0% | -23.2% | +25.1% | +7.5% |
| 6M | +2.1% | -33.7% | +35.9% | +11.3% |
| YTD | +20.2% | -41.3% | +61.5% | +34.3% |
| 1Y | +55.2% | -58.8% | +114.0% | +88.8% |
| 3Y | +45.9% | -57.5% | +103.3% | +66.8% |
| 5Y | +41.4% | +12.9% | +28.5% | +13.8% |
| All | +489.2% | +383.3% | +105.9% | +185.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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