+489.2%
VALE vs GPN
+28.5%
+460.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -0.3% | -4.3% | +4.1% | +1.2% |
| 30D | +8.6% | 0.0% | +8.6% | +8.4% |
| 3M | +2.0% | +35.8% | -33.8% | -9.6% |
| 6M | +2.1% | +22.0% | -19.9% | -6.4% |
| YTD | +20.2% | +15.2% | +5.0% | +11.1% |
| 1Y | +55.2% | +3.5% | +51.7% | +48.5% |
| 3Y | +45.9% | -26.9% | +72.8% | +54.1% |
| 5Y | +41.4% | -44.2% | +85.6% | +62.6% |
| All | +489.2% | +28.5% | +460.7% | +377.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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