+489.2%
VALE vs SU
+267.2%
+222.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -0.3% | +2.2% | -2.5% | -1.3% |
| 30D | +8.6% | +8.4% | +0.2% | +4.5% |
| 3M | +2.0% | +12.1% | -10.1% | -4.0% |
| 6M | +2.1% | +19.7% | -17.6% | -8.0% |
| YTD | +20.2% | +58.4% | -38.2% | -5.3% |
| 1Y | +55.2% | +67.2% | -12.1% | +18.9% |
| 3Y | +45.9% | +125.0% | -79.1% | -6.2% |
| 5Y | +41.4% | +355.1% | -313.7% | -38.3% |
| All | +489.2% | +267.2% | +222.0% | +164.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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