+47.9%
VALE vs SMTC
+565.9%
-518.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -0.9% |
| 7D | -1.8% | +22.5% | -24.3% | -3.9% |
| 30D | +6.7% | +24.9% | -18.2% | +3.9% |
| 3M | +4.9% | +4.1% | +0.8% | +3.4% |
| 6M | +3.6% | +92.6% | -89.0% | -4.5% |
| YTD | +21.9% | +122.5% | -100.6% | +10.8% |
| 1Y | +61.6% | +166.2% | -104.7% | +44.0% |
| All | +47.9% | +565.9% | -518.0% | +15.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling