+489.2%
VALE vs BN
+265.2%
+224.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.8% | -0.6% |
| 7D | -0.3% | -5.2% | +4.9% | +2.8% |
| 30D | +8.6% | -14.5% | +23.1% | +18.7% |
| 3M | +2.0% | -15.0% | +17.0% | +11.7% |
| 6M | +2.1% | -5.4% | +7.5% | +4.8% |
| YTD | +20.2% | -16.4% | +36.7% | +31.7% |
| 1Y | +55.2% | -16.2% | +71.4% | +68.7% |
| 3Y | +45.9% | +67.5% | -21.6% | -2.7% |
| 5Y | +41.4% | +34.1% | +7.3% | +4.8% |
| All | +489.2% | +265.2% | +224.1% | +87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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