+489.2%
VALE vs SMTC
+548.2%
-59.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.1% | -5.4% | -1.4% |
| 7D | -0.3% | +13.1% | -13.3% | -2.9% |
| 30D | +8.6% | +19.5% | -10.8% | +3.7% |
| 3M | +2.0% | +2.2% | -0.3% | -0.9% |
| 6M | +2.1% | +94.9% | -92.8% | -15.5% |
| YTD | +20.2% | +127.0% | -106.7% | -4.3% |
| 1Y | +55.2% | +174.6% | -119.4% | +16.9% |
| 3Y | +45.9% | +615.9% | -570.0% | -29.4% |
| 5Y | +41.4% | +125.6% | -84.2% | -4.5% |
| All | +489.2% | +548.2% | -59.0% | +133.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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