+97.9%
VALE vs OPEN
-88.9%
+186.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.6% | +3.1% | -0.3% |
| 7D | -3.2% | -15.0% | +11.8% | -2.4% |
| 30D | -15.1% | -40.2% | +25.1% | -13.2% |
| 3M | -18.7% | -67.4% | +48.7% | -14.4% |
| 6M | -31.5% | -74.0% | +42.5% | -27.2% |
| YTD | -11.4% | -79.6% | +68.2% | -5.2% |
| 1Y | -1.9% | -86.1% | +84.2% | +6.7% |
| 3Y | +1.7% | -41.4% | +43.1% | -4.6% |
| 5Y | +35.4% | -94.9% | +130.3% | +39.0% |
| All | +97.9% | -88.9% | +186.9% | +83.0% |
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