+521.5%
VALE vs IBB
+122.2%
+399.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.3% |
| 7D | -1.8% | -3.9% | +2.0% | +0.4% |
| 30D | +6.7% | +2.7% | +3.9% | +4.7% |
| 3M | +4.9% | +21.4% | -16.5% | -6.9% |
| 6M | +3.6% | +20.1% | -16.5% | -7.5% |
| YTD | +21.9% | +21.9% | 0.0% | +7.9% |
| 1Y | +61.6% | +44.1% | +17.4% | +29.4% |
| 3Y | +52.1% | +63.4% | -11.2% | +11.4% |
| 5Y | +43.2% | +19.8% | +23.4% | +25.7% |
| 10Y | +521.5% | +127.0% | +394.5% | +252.2% |
| All | +521.5% | +122.2% | +399.3% | +252.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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