+491.2%
VALE vs ED
+109.0%
+382.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.9% |
| 7D | -0.2% | -1.9% | +1.7% | +0.2% |
| 30D | +9.7% | +0.1% | +9.7% | +9.7% |
| 3M | +5.3% | 0.0% | +5.3% | +5.1% |
| 6M | +0.5% | -2.5% | +3.1% | +0.9% |
| YTD | +20.6% | +10.1% | +10.5% | +17.3% |
| 1Y | +57.6% | +13.6% | +44.0% | +51.8% |
| 3Y | +50.6% | +32.4% | +18.1% | +37.2% |
| 5Y | +41.8% | +69.9% | -28.0% | +19.6% |
| All | +491.2% | +109.0% | +382.1% | +384.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ED 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling