+202.4%
VALE vs URI
+1,189.1%
-986.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.1% | -1.2% | -2.5% |
| 7D | +5.5% | -6.0% | +11.4% | +7.6% |
| 30D | -15.0% | +4.6% | -19.6% | -16.9% |
| 3M | -20.0% | -2.7% | -17.3% | -20.0% |
| 6M | -28.4% | +18.4% | -46.8% | -34.2% |
| YTD | -8.6% | +37.4% | -45.9% | -23.0% |
| 1Y | +2.0% | +30.4% | -28.4% | -12.3% |
| 3Y | +4.1% | +147.9% | -143.8% | -36.4% |
| 5Y | +46.4% | +202.1% | -155.6% | -22.5% |
| 10Y | +202.4% | +1,182.4% | -980.0% | -22.1% |
| All | +202.4% | +1,189.1% | -986.7% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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