+44.9%
VALE vs OPEN
-84.0%
+128.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.5% | +4.4% | +2.0% |
| 7D | +2.9% | +1.0% | +1.9% | +2.9% |
| 30D | +8.8% | -11.9% | +20.7% | +9.4% |
| 3M | +6.8% | -28.8% | +35.5% | +8.3% |
| 6M | +6.9% | -38.6% | +45.5% | +9.0% |
| YTD | +22.8% | -47.3% | +70.2% | +25.8% |
| 1Y | +61.3% | -49.2% | +110.4% | +62.4% |
| 3Y | +53.3% | -18.8% | +72.1% | +42.1% |
| 5Y | +44.9% | -83.6% | +128.5% | +44.7% |
| All | +44.9% | -84.0% | +128.9% | +44.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling