+489.2%
VALE vs GRMN
+674.8%
-185.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.8% | -4.2% | -2.0% |
| 7D | -0.3% | +2.0% | -2.3% | -1.2% |
| 30D | +8.6% | -8.8% | +17.4% | +13.0% |
| 3M | +2.0% | +19.0% | -17.0% | -7.1% |
| 6M | +2.1% | +20.7% | -18.6% | -7.8% |
| YTD | +20.2% | +40.5% | -20.3% | +0.5% |
| 1Y | +55.2% | +19.1% | +36.0% | +39.1% |
| 3Y | +45.9% | +182.7% | -136.8% | -25.7% |
| 5Y | +41.4% | +82.3% | -40.9% | -5.0% |
| All | +489.2% | +674.8% | -185.5% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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