+46.4%
VALE vs NVT
+178.0%
-131.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.6% |
| 7D | -0.2% | +2.0% | -2.2% | -0.7% |
| 30D | +9.7% | -7.2% | +16.9% | +11.4% |
| 3M | +5.3% | -0.9% | +6.2% | +4.6% |
| 6M | +0.5% | +42.6% | -42.0% | -8.9% |
| YTD | +20.6% | +52.9% | -32.3% | +7.9% |
| 1Y | +57.6% | +64.5% | -6.9% | +38.2% |
| All | +46.4% | +178.0% | -131.6% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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