+40.9%
VALE vs GEN
+22.3%
+18.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.5% |
| 7D | -0.3% | -1.3% | +1.0% | -0.1% |
| 30D | +8.6% | +6.1% | +2.5% | +7.4% |
| 3M | +2.0% | +27.0% | -25.0% | -2.6% |
| 6M | +2.1% | +43.9% | -41.7% | -5.3% |
| YTD | +20.2% | +13.0% | +7.2% | +16.8% |
| 1Y | +55.2% | +4.0% | +51.1% | +53.3% |
| 3Y | +45.9% | +66.2% | -20.3% | +29.2% |
| All | +40.9% | +22.3% | +18.6% | +22.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling