+521.5%
VALE vs BUD
-24.2%
+545.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | +0.2% |
| 7D | -1.8% | -1.3% | -0.5% | -1.3% |
| 30D | +6.7% | -6.1% | +12.8% | +9.7% |
| 3M | +4.9% | -3.8% | +8.6% | +6.4% |
| 6M | +3.6% | +8.2% | -4.6% | -0.7% |
| YTD | +21.9% | +23.6% | -1.7% | +9.7% |
| 1Y | +61.6% | +33.4% | +28.1% | +39.9% |
| 3Y | +52.1% | +45.3% | +6.8% | +23.9% |
| 5Y | +43.2% | +44.3% | -1.1% | +13.0% |
| 10Y | +521.5% | -22.8% | +544.3% | +451.3% |
| All | +521.5% | -24.2% | +545.7% | +451.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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