+61.2%
VALE vs RMD
-14.6%
+75.8%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | +1.6% | -5.0% | +6.6% | +2.2% |
| 30D | +5.1% | +2.2% | +2.9% | +4.8% |
| 3M | -0.4% | +17.8% | -18.3% | -2.2% |
| 6M | -2.2% | -11.3% | +9.1% | +1.1% |
| YTD | +20.5% | -4.4% | +25.0% | +23.4% |
| 1Y | +61.2% | -15.7% | +76.9% | +69.2% |
| All | +61.2% | -14.6% | +75.8% | +69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling