+489.2%
VALE vs TRI
+196.2%
+293.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.8% |
| 7D | -0.3% | -7.9% | +7.6% | +1.9% |
| 30D | +8.6% | -4.5% | +13.1% | +9.5% |
| 3M | +2.0% | +22.1% | -20.1% | -6.2% |
| 6M | +2.1% | -2.8% | +4.9% | +0.3% |
| YTD | +20.2% | -23.4% | +43.6% | +28.7% |
| 1Y | +55.2% | -41.5% | +96.7% | +88.6% |
| 3Y | +45.9% | -19.2% | +65.1% | +43.2% |
| 5Y | +41.4% | -9.4% | +50.8% | +26.2% |
| All | +489.2% | +196.2% | +293.0% | +164.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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