+491.2%
VALE vs IOVA
+3.8%
+487.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | -0.8% |
| 7D | -0.2% | -6.4% | +6.2% | +0.2% |
| 30D | +9.7% | +25.4% | -15.7% | +8.0% |
| 3M | +5.3% | +115.3% | -110.1% | -1.1% |
| 6M | +0.5% | +56.5% | -56.0% | -4.0% |
| YTD | +20.6% | +198.2% | -177.6% | +9.2% |
| 1Y | +57.6% | +242.0% | -184.4% | +40.3% |
| 3Y | +50.6% | +36.8% | +13.7% | +33.8% |
| 5Y | +41.8% | -64.3% | +106.1% | +33.1% |
| All | +491.2% | +3.8% | +487.3% | +415.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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