+489.2%
VALE vs VEU
+155.0%
+334.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.4% | -1.8% |
| 7D | -0.3% | -1.4% | +1.2% | +1.7% |
| 30D | +8.6% | -0.4% | +9.1% | +9.2% |
| 3M | +2.0% | +2.5% | -0.6% | -1.9% |
| 6M | +2.1% | +11.1% | -9.0% | -12.6% |
| YTD | +20.2% | +16.5% | +3.7% | -3.5% |
| 1Y | +55.2% | +22.9% | +32.2% | +15.3% |
| 3Y | +45.9% | +73.4% | -27.5% | -34.1% |
| 5Y | +41.4% | +56.1% | -14.7% | -25.2% |
| All | +489.2% | +155.0% | +334.2% | +43.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling