+104.3%
VALE vs OPEN
-87.3%
+191.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.2% | -4.2% | -0.2% |
| 7D | +1.3% | -31.1% | +32.4% | +3.0% |
| 30D | -14.3% | -34.7% | +20.3% | -12.8% |
| 3M | -16.8% | -61.9% | +45.0% | -13.1% |
| 6M | -30.2% | -71.9% | +41.6% | -26.2% |
| YTD | -8.6% | -76.6% | +68.0% | -2.8% |
| 1Y | +1.6% | -83.9% | +85.5% | +9.7% |
| 3Y | +4.1% | -34.4% | +38.5% | -2.8% |
| 5Y | +38.7% | -93.9% | +132.6% | +41.1% |
| All | +104.3% | -87.3% | +191.6% | +87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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