+486.8%
VALE vs PLUG
+56.9%
+429.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.1% | -2.2% | +1.6% |
| 7D | +2.9% | +8.1% | -5.2% | +2.2% |
| 30D | +8.8% | +3.7% | +5.1% | +8.4% |
| 3M | +6.8% | -29.2% | +35.9% | +9.5% |
| 6M | +6.9% | +6.1% | +0.8% | +5.2% |
| YTD | +22.8% | +14.7% | +8.1% | +19.2% |
| 1Y | +61.3% | +56.9% | +4.3% | +49.6% |
| 3Y | +53.3% | -71.6% | +124.9% | +51.3% |
| 5Y | +44.9% | -91.0% | +135.9% | +51.7% |
| 10Y | +486.8% | +55.9% | +430.9% | +369.3% |
| All | +486.8% | +56.9% | +429.8% | +369.3% |
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