+486.8%
VALE vs LII
+167.7%
+319.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.4% | +3.3% | +2.3% |
| 7D | +2.9% | +2.1% | +0.8% | +2.2% |
| 30D | +8.8% | -12.4% | +21.2% | +12.9% |
| 3M | +6.8% | -24.8% | +31.6% | +14.5% |
| 6M | +6.9% | -25.2% | +32.1% | +14.3% |
| YTD | +22.8% | -20.3% | +43.1% | +28.3% |
| 1Y | +61.3% | -32.9% | +94.2% | +77.1% |
| 3Y | +53.3% | +2.0% | +51.3% | +40.2% |
| 5Y | +44.9% | +24.4% | +20.4% | +21.0% |
| 10Y | +486.8% | +167.2% | +319.6% | +299.2% |
| All | +486.8% | +167.7% | +319.1% | +299.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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