+206.4%
VALE vs PLUG
-16.6%
+223.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -9.2% | +6.6% | -1.8% |
| 7D | -1.5% | -8.5% | +7.0% | -0.8% |
| 30D | -15.6% | -20.8% | +5.2% | -14.1% |
| 3M | -19.5% | -46.1% | +26.5% | -15.5% |
| 6M | -31.9% | -65.3% | +33.4% | -26.1% |
| YTD | -11.0% | -37.3% | +26.3% | -9.3% |
| 1Y | -2.1% | -54.8% | +52.6% | +2.3% |
| 3Y | +1.4% | -65.0% | +66.4% | -1.1% |
| 5Y | +36.2% | -97.1% | +133.3% | +57.7% |
| All | +206.4% | -16.6% | +223.0% | +161.7% |
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