+271.3%
VALE vs FND
+58.4%
+212.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.6% | +6.5% | +2.9% |
| 7D | +2.9% | +0.4% | +2.5% | +2.8% |
| 30D | +8.8% | -23.6% | +32.4% | +14.7% |
| 3M | +6.8% | +4.3% | +2.4% | +4.7% |
| 6M | +6.9% | -20.3% | +27.2% | +10.6% |
| YTD | +22.8% | -21.3% | +44.1% | +27.0% |
| 1Y | +61.3% | -45.4% | +106.6% | +79.2% |
| 3Y | +53.3% | -48.9% | +102.2% | +67.7% |
| 5Y | +44.9% | -61.0% | +105.9% | +60.8% |
| All | +271.3% | +58.4% | +212.9% | +234.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded FND 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling