+491.2%
VALE vs MUB
+16.7%
+474.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | 0.0% |
| 7D | -0.2% | -1.2% | +1.0% | +1.5% |
| 30D | +9.7% | -2.8% | +12.5% | +14.0% |
| 3M | +5.3% | -3.1% | +8.3% | +9.9% |
| 6M | +0.5% | -2.9% | +3.4% | +4.8% |
| YTD | +20.6% | -2.0% | +22.6% | +24.4% |
| 1Y | +57.6% | 0.0% | +57.6% | +58.2% |
| 3Y | +50.6% | +7.4% | +43.1% | +37.6% |
| 5Y | +41.8% | +0.8% | +41.1% | +41.0% |
| All | +491.2% | +16.7% | +474.5% | +588.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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