+3.7%
VALE vs LVS
-31.5%
+35.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +6.5% | -2.4% | +3.1% |
| 7D | -0.3% | +13.4% | -13.7% | -2.1% |
| 30D | -19.2% | +12.2% | -31.4% | -20.5% |
| 3M | -20.7% | -10.7% | -10.0% | -19.4% |
| 6M | -25.8% | -19.8% | -6.0% | -23.2% |
| YTD | -9.8% | -35.8% | +26.0% | -6.3% |
| 1Y | +3.7% | -31.8% | +35.5% | +7.3% |
| All | +3.7% | -31.5% | +35.2% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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