+3.7%
VALE vs RMD
-1.9%
+5.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.9% | -1.8% | +3.7% |
| 7D | -0.3% | -3.9% | +3.5% | -0.4% |
| 30D | -19.2% | +7.9% | -27.1% | -20.0% |
| 3M | -20.7% | +8.1% | -28.8% | -21.5% |
| 6M | -25.8% | +15.5% | -41.3% | -26.0% |
| YTD | -9.8% | +0.7% | -10.4% | -7.9% |
| 1Y | +3.7% | -1.4% | +5.0% | +5.9% |
| All | +3.7% | -1.9% | +5.6% | +5.9% |
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