+1.7%
VALE vs BLDR
-50.7%
+52.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.5% | -0.7% |
| 7D | -3.2% | -3.0% | -0.2% | -2.7% |
| 30D | -15.1% | +20.1% | -35.2% | -17.6% |
| 3M | -18.7% | -17.5% | -1.2% | -16.5% |
| 6M | -31.5% | -16.1% | -15.4% | -30.4% |
| YTD | -11.4% | -41.0% | +29.6% | -5.1% |
| 1Y | -1.9% | -41.6% | +39.7% | +5.2% |
| 3Y | +1.7% | -50.8% | +52.5% | +2.9% |
| All | +1.7% | -50.7% | +52.4% | +2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling