+489.2%
VALE vs QID
-99.2%
+588.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | -1.0% |
| 7D | -0.3% | +1.3% | -1.5% | +0.2% |
| 30D | +8.6% | +2.9% | +5.7% | +9.8% |
| 3M | +2.0% | -0.7% | +2.7% | +2.7% |
| 6M | +2.1% | -29.7% | +31.8% | -8.3% |
| YTD | +20.2% | -27.9% | +48.1% | +9.6% |
| 1Y | +55.2% | -34.6% | +89.7% | +37.3% |
| 3Y | +45.9% | -73.5% | +119.4% | -1.4% |
| 5Y | +41.4% | -81.0% | +122.4% | -4.8% |
| All | +489.2% | -99.2% | +588.4% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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