+3.7%
VALE vs SPXU
-30.4%
+34.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.9% | +9.0% | +2.3% |
| 7D | -0.3% | +2.2% | -2.5% | +0.5% |
| 30D | -19.2% | +3.8% | -23.0% | -17.9% |
| 3M | -20.7% | +3.3% | -24.0% | -19.4% |
| 6M | -25.8% | -16.7% | -9.1% | -29.8% |
| YTD | -9.8% | -28.6% | +18.9% | -19.7% |
| 1Y | +3.7% | -30.6% | +34.2% | -8.0% |
| All | +3.7% | -30.4% | +34.0% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling