+40.9%
VALE vs DLTR
+30.4%
+10.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -0.3% | -10.1% | +9.8% | +1.0% |
| 30D | +8.6% | -8.1% | +16.7% | +9.7% |
| 3M | +2.0% | +2.9% | -0.9% | +1.3% |
| 6M | +2.1% | +4.3% | -2.2% | +0.8% |
| YTD | +20.2% | -3.9% | +24.2% | +19.8% |
| 1Y | +55.2% | +18.9% | +36.3% | +49.9% |
| 3Y | +45.9% | +1.9% | +44.0% | +40.2% |
| All | +40.9% | +30.4% | +10.5% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 5y: compounded portfolio wealth divided by compounded DLTR 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…
5y analysis · Full analysis span regression · 6 months rolling