+55.2%
VALE vs VIG
+13.0%
+42.1%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -1.2% |
| 7D | -0.3% | -1.1% | +0.8% | +1.0% |
| 30D | +8.6% | -2.7% | +11.4% | +12.3% |
| 3M | +2.0% | +2.5% | -0.6% | -1.6% |
| 6M | +2.1% | +9.2% | -7.1% | -9.3% |
| YTD | +20.2% | +9.8% | +10.4% | +6.3% |
| 1Y | +55.2% | +12.4% | +42.8% | +33.8% |
| All | +55.2% | +13.0% | +42.1% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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