+62.8%
VALE vs IWD
+29.1%
+33.7%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +2.9% |
| 7D | +2.9% | -0.2% | +3.1% | +3.0% |
| 30D | +8.8% | -0.8% | +9.6% | +9.7% |
| 3M | +6.8% | +8.0% | -1.3% | -4.4% |
| 6M | +6.9% | +18.2% | -11.3% | -15.3% |
| YTD | +22.8% | +22.3% | +0.5% | -5.0% |
| All | +62.8% | +29.1% | +33.7% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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