+45.9%
VALE vs TRGP
+260.3%
-214.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | -0.2% |
| 7D | -0.3% | +0.1% | -0.3% | -0.3% |
| 30D | +8.6% | +8.0% | +0.6% | +7.2% |
| 3M | +2.0% | +8.3% | -6.3% | +0.5% |
| 6M | +2.1% | +23.9% | -21.8% | -2.1% |
| YTD | +20.2% | +59.6% | -39.4% | +9.6% |
| 1Y | +55.2% | +79.4% | -24.3% | +37.9% |
| 3Y | +45.9% | +269.4% | -223.5% | +3.2% |
| All | +45.9% | +260.3% | -214.4% | +3.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling