+40.9%
VALE vs FCUV
-99.8%
+140.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.3% | -3.6% | -0.3% |
| 7D | -0.3% | -66.5% | +66.2% | 0.0% |
| 30D | +8.6% | +5.0% | +3.7% | +8.3% |
| 3M | +2.0% | +63.8% | -61.8% | +0.4% |
| 6M | +2.1% | -67.8% | +69.9% | +1.9% |
| YTD | +20.2% | -82.4% | +102.6% | +20.6% |
| 1Y | +55.2% | -94.7% | +149.9% | +57.3% |
| 3Y | +45.9% | -99.3% | +145.1% | +52.6% |
| All | +40.9% | -99.8% | +140.8% | +52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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