+3.7%
VALE vs MSCI
+17.3%
-13.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.4% | -1.3% | +4.3% |
| 7D | -0.3% | +11.5% | -11.8% | +0.2% |
| 30D | -19.2% | +22.1% | -41.3% | -18.4% |
| 3M | -20.7% | +18.4% | -39.1% | -20.1% |
| 6M | -25.8% | +16.6% | -42.4% | -25.2% |
| YTD | -9.8% | +18.8% | -28.6% | -12.1% |
| 1Y | +3.7% | +19.0% | -15.3% | -0.7% |
| All | +3.7% | +17.3% | -13.6% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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