+41.8%
VALE vs QID
-80.2%
+122.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.3% | -3.4% | -0.5% |
| 7D | -0.2% | +2.7% | -2.9% | +0.4% |
| 30D | +9.7% | +3.3% | +6.4% | +10.6% |
| 3M | +5.3% | -5.5% | +10.8% | +4.7% |
| 6M | +0.5% | -28.4% | +29.0% | -5.4% |
| YTD | +20.6% | -26.6% | +47.2% | +14.5% |
| 1Y | +57.6% | -34.1% | +91.7% | +46.9% |
| 3Y | +50.6% | -73.7% | +124.2% | +21.5% |
| 5Y | +41.8% | -80.7% | +122.5% | +10.5% |
| All | +41.8% | -80.2% | +122.0% | +10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling