+4.0%
VALE vs ROIV
+314.9%
-310.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.2% | -4.9% | +0.1% |
| 7D | +1.8% | +5.3% | -3.6% | +0.8% |
| 30D | -14.8% | +11.9% | -26.7% | -16.7% |
| 3M | -19.0% | +10.7% | -29.7% | -20.9% |
| 6M | -27.7% | +34.9% | -62.6% | -32.3% |
| YTD | -8.5% | +79.2% | -87.7% | -18.9% |
| 1Y | +2.6% | +89.0% | -86.4% | -10.1% |
| 3Y | +4.0% | +337.3% | -333.3% | -22.2% |
| All | +4.0% | +314.9% | -310.9% | -22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling