+3.7%
VALE vs VG
+47.2%
-43.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -7.7% | +11.8% | +3.7% |
| 7D | -0.3% | -16.4% | +16.0% | -1.2% |
| 30D | -19.2% | -10.8% | -8.4% | -19.6% |
| 3M | -20.7% | -6.3% | -14.4% | -20.6% |
| 6M | -25.8% | -12.5% | -13.3% | -25.6% |
| YTD | -9.8% | +76.9% | -86.7% | -12.4% |
| 1Y | +3.7% | +51.8% | -48.1% | +1.7% |
| All | +3.7% | +47.2% | -43.5% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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