+50.8%
VALE vs TPG
+74.1%
-23.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.7% |
| 7D | -0.3% | -9.4% | +9.2% | +1.9% |
| 30D | +8.6% | -5.3% | +13.9% | +9.7% |
| 3M | +2.0% | +12.9% | -10.9% | -1.5% |
| 6M | +2.1% | +20.1% | -18.0% | -3.0% |
| YTD | +20.2% | -22.5% | +42.7% | +25.8% |
| 1Y | +55.2% | -19.7% | +74.8% | +60.4% |
| 3Y | +45.9% | +81.2% | -35.3% | +17.4% |
| All | +50.8% | +74.1% | -23.3% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 5y: compounded portfolio wealth divided by compounded TPG 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…
5y analysis · Full analysis span regression · 6 months rolling