+101.7%
VALE vs VG
-38.0%
+139.8%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.1% | -0.3% | +1.9% |
| 7D | +2.9% | -2.5% | +5.4% | +2.9% |
| 30D | +8.8% | +11.1% | -2.3% | +8.8% |
| 3M | +6.8% | +14.9% | -8.1% | +6.9% |
| 6M | +6.9% | +18.4% | -11.4% | +6.4% |
| YTD | +22.8% | +116.6% | -93.8% | +18.0% |
| 1Y | +61.3% | +9.4% | +51.9% | +59.7% |
| All | +101.7% | -38.0% | +139.8% | +93.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling