+133.9%
VALE vs SNAP
-78.1%
+212.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.6% |
| 7D | -3.2% | +6.0% | -9.2% | -3.7% |
| 30D | -15.1% | -13.8% | -1.3% | -14.1% |
| 3M | -18.7% | -0.8% | -17.9% | -19.0% |
| 6M | -31.5% | -6.2% | -25.2% | -31.6% |
| YTD | -11.4% | -34.8% | +23.4% | -9.2% |
| 1Y | -1.9% | -38.7% | +36.8% | +1.1% |
| 3Y | +1.7% | -53.5% | +55.1% | +3.4% |
| 5Y | +35.4% | -90.2% | +125.6% | +49.5% |
| All | +133.9% | -78.1% | +212.0% | +108.0% |
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