+222.3%
VALE vs PLUG
+25.0%
+197.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.4% | -0.2% | +3.0% |
| 7D | +5.6% | +14.5% | -8.9% | +4.3% |
| 30D | -12.1% | -10.7% | -1.4% | -11.4% |
| 3M | -16.3% | -31.2% | +14.9% | -13.9% |
| 6M | -26.0% | -51.9% | +26.0% | -21.9% |
| YTD | -5.5% | -23.9% | +18.3% | -5.2% |
| 1Y | +6.7% | -43.4% | +50.1% | +9.4% |
| 3Y | +10.2% | -74.7% | +84.9% | +9.5% |
| 5Y | +49.7% | -96.3% | +146.1% | +69.7% |
| 10Y | +222.3% | +20.0% | +202.3% | +171.8% |
| All | +222.3% | +25.0% | +197.3% | +171.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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