+53.3%
VALE vs NDAQ
+91.7%
-38.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.9% | +3.8% | +2.2% |
| 7D | +2.9% | -2.6% | +5.5% | +3.3% |
| 30D | +8.8% | +0.5% | +8.3% | +8.6% |
| 3M | +6.8% | +9.9% | -3.1% | +4.6% |
| 6M | +6.9% | +8.2% | -1.3% | +4.7% |
| YTD | +22.8% | -1.5% | +24.3% | +22.6% |
| 1Y | +61.3% | +1.3% | +59.9% | +59.6% |
| 3Y | +53.3% | +92.6% | -39.3% | +29.0% |
| All | +53.3% | +91.7% | -38.4% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 3y: compounded portfolio wealth divided by compounded NDAQ 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…
3y analysis · Full analysis span regression · 6 months rolling