+491.2%
VALE vs RMD
+276.6%
+214.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -1.0% |
| 7D | -0.2% | -4.2% | +4.0% | +1.1% |
| 30D | +9.7% | -2.1% | +11.8% | +10.3% |
| 3M | +5.3% | +13.8% | -8.5% | +0.3% |
| 6M | +0.5% | -10.6% | +11.2% | +3.5% |
| YTD | +20.6% | -8.1% | +28.7% | +22.6% |
| 1Y | +57.6% | -18.0% | +75.6% | +66.1% |
| 3Y | +50.6% | +52.9% | -2.3% | +21.8% |
| 5Y | +41.8% | -22.3% | +64.1% | +46.2% |
| All | +491.2% | +276.6% | +214.6% | +219.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling