+489.2%
VALE vs IAU
+220.2%
+269.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.6% |
| 7D | -0.3% | -2.0% | +1.8% | +0.8% |
| 30D | +8.6% | -1.5% | +10.2% | +9.4% |
| 3M | +2.0% | +3.3% | -1.3% | +0.2% |
| 6M | +2.1% | -16.2% | +18.4% | +11.4% |
| YTD | +20.2% | +0.7% | +19.6% | +19.8% |
| 1Y | +55.2% | +19.2% | +35.9% | +42.3% |
| 3Y | +45.9% | +124.4% | -78.5% | -2.2% |
| 5Y | +41.4% | +140.0% | -98.7% | -8.6% |
| All | +489.2% | +220.2% | +269.0% | +261.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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