+221.9%
VALE vs SNAP
-77.9%
+299.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | -0.6% |
| 7D | -1.8% | -5.0% | +3.2% | -1.4% |
| 30D | +6.7% | -0.7% | +7.4% | +6.6% |
| 3M | +4.9% | -5.0% | +9.9% | +4.9% |
| 6M | +3.6% | +3.5% | +0.1% | +2.4% |
| YTD | +21.9% | -34.2% | +56.1% | +25.3% |
| 1Y | +61.6% | -27.1% | +88.6% | +64.0% |
| 3Y | +52.1% | -43.5% | +95.6% | +52.4% |
| 5Y | +43.2% | -92.9% | +136.1% | +63.5% |
| All | +221.9% | -77.9% | +299.8% | +186.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 SNAP 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