+491.2%
VALE vs EMB
+30.4%
+460.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | +0.1% |
| 7D | -0.2% | -1.1% | +0.9% | +1.4% |
| 30D | +9.7% | -1.1% | +10.8% | +11.4% |
| 3M | +5.3% | -0.8% | +6.0% | +6.4% |
| 6M | +0.5% | -0.1% | +0.6% | +1.1% |
| YTD | +20.6% | +0.4% | +20.2% | +20.5% |
| 1Y | +57.6% | +3.3% | +54.3% | +51.4% |
| 3Y | +50.6% | +29.0% | +21.5% | +6.2% |
| 5Y | +41.8% | +6.3% | +35.5% | +38.2% |
| All | +491.2% | +30.4% | +460.7% | +350.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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