+2,320.2%
VALE vs FTI
+2,404.7%
-84.5%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.1% | +4.0% | +3.0% |
| 7D | +2.9% | -0.2% | +3.1% | +3.0% |
| 30D | +8.8% | +12.3% | -3.5% | +2.2% |
| 3M | +6.8% | +13.8% | -7.0% | -1.0% |
| 6M | +6.9% | +24.3% | -17.4% | -6.1% |
| YTD | +22.8% | +75.8% | -52.9% | -9.7% |
| 1Y | +61.3% | +99.6% | -38.4% | +10.2% |
| 3Y | +53.3% | +278.4% | -225.1% | -30.8% |
| 5Y | +44.9% | +1,168.7% | -1,123.8% | -69.8% |
| 10Y | +486.8% | +297.5% | +189.3% | +74.7% |
| All | +2,320.2% | +2,404.7% | -84.5% | +259.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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