+55.2%
VALE vs ITOT
+17.8%
+37.3%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -1.2% |
| 7D | -0.3% | -0.9% | +0.6% | +0.7% |
| 30D | +8.6% | -1.5% | +10.1% | +10.3% |
| 3M | +2.0% | +3.6% | -1.6% | -2.2% |
| 6M | +2.1% | +13.7% | -11.6% | -12.2% |
| YTD | +20.2% | +12.9% | +7.3% | +4.0% |
| 1Y | +55.2% | +17.2% | +38.0% | +30.3% |
| All | +55.2% | +17.8% | +37.3% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling