+3.7%
VALE vs VEU
+17.0%
-13.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.0% | +2.1% | +1.8% |
| 7D | -0.3% | +0.2% | -0.6% | -0.6% |
| 30D | -19.2% | -2.1% | -17.1% | -17.2% |
| 3M | -20.7% | -2.7% | -18.0% | -18.2% |
| 6M | -25.8% | +3.2% | -29.0% | -29.1% |
| YTD | -9.8% | +12.6% | -22.3% | -20.5% |
| 1Y | +3.7% | +17.1% | -13.4% | -12.5% |
| All | +3.7% | +17.0% | -13.3% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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