+204.8%
VALE vs MUB
+21.8%
+183.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | 0.0% |
| 7D | -3.2% | -1.3% | -1.9% | -1.4% |
| 30D | -15.1% | +2.2% | -17.2% | -17.6% |
| 3M | -18.7% | -1.6% | -17.1% | -16.8% |
| 6M | -31.5% | -1.3% | -30.2% | -30.2% |
| YTD | -11.4% | -0.7% | -10.8% | -10.3% |
| 1Y | -1.9% | -0.2% | -1.7% | -1.2% |
| 3Y | +1.7% | +9.6% | -7.9% | -9.8% |
| 5Y | +35.4% | +2.6% | +32.9% | +31.5% |
| All | +204.8% | +21.8% | +183.0% | +228.0% |
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