+497.3%
VALE vs GEN
+155.5%
+341.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | -1.8% | -2.9% | +1.1% | -1.3% |
| 30D | +6.7% | +2.1% | +4.6% | +6.1% |
| 3M | +4.9% | +19.7% | -14.8% | +0.6% |
| 6M | +3.6% | +33.3% | -29.7% | -3.4% |
| YTD | +21.9% | +11.1% | +10.8% | +17.9% |
| 1Y | +61.6% | +3.0% | +58.6% | +58.8% |
| 3Y | +52.1% | +57.9% | -5.7% | +34.1% |
| 5Y | +43.2% | +20.6% | +22.6% | +30.7% |
| All | +497.3% | +155.5% | +341.8% | +274.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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