+486.8%
VALE vs MSCI
+594.9%
-108.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.8% | +5.7% | +3.2% |
| 7D | +2.9% | -2.1% | +5.0% | +3.6% |
| 30D | +8.8% | -1.7% | +10.5% | +9.3% |
| 3M | +6.8% | -8.2% | +15.0% | +9.1% |
| 6M | +6.9% | -2.4% | +9.3% | +6.4% |
| YTD | +22.8% | -2.8% | +25.6% | +21.6% |
| 1Y | +61.3% | -2.7% | +63.9% | +58.8% |
| 3Y | +53.3% | +7.3% | +46.0% | +40.9% |
| 5Y | +44.9% | -11.4% | +56.3% | +39.1% |
| 10Y | +486.8% | +605.8% | -119.0% | +102.8% |
| All | +486.8% | +594.9% | -108.1% | +102.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling