+0.7%
VALE vs TRGP
+77.2%
-76.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.6% | +4.8% | +0.2% |
| 7D | +2.4% | -12.6% | +15.0% | +2.7% |
| 30D | -18.7% | -4.5% | -14.2% | -18.7% |
| 3M | -21.2% | +4.9% | -26.1% | -21.5% |
| 6M | -26.1% | +5.6% | -31.6% | -26.5% |
| YTD | -9.6% | +50.1% | -59.7% | -15.2% |
| 1Y | +0.7% | +70.2% | -69.5% | -6.4% |
| All | +0.7% | +77.2% | -76.5% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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