+206.4%
VALE vs URI
+1,189.9%
-983.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.2% |
| 7D | -1.5% | +9.3% | -10.8% | -4.7% |
| 30D | -15.6% | +7.6% | -23.2% | -18.4% |
| 3M | -19.5% | +1.0% | -20.6% | -20.7% |
| 6M | -31.9% | +19.8% | -51.7% | -37.7% |
| YTD | -11.0% | +41.9% | -52.8% | -25.9% |
| 1Y | -2.1% | +33.4% | -35.5% | -16.5% |
| 3Y | +1.4% | +156.0% | -154.6% | -38.8% |
| 5Y | +36.2% | +209.5% | -173.4% | -28.7% |
| All | +206.4% | +1,189.9% | -983.4% | -25.2% |
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