+61.2%
VALE vs VIVK
-100.0%
+161.1%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -12.3% | +12.1% | -0.3% |
| 7D | +1.6% | -1.4% | +3.0% | +1.6% |
| 30D | +5.1% | -43.6% | +48.7% | +5.0% |
| 3M | -0.4% | -95.1% | +94.7% | -0.7% |
| 6M | -2.2% | -98.2% | +96.0% | -2.3% |
| YTD | +20.5% | -97.9% | +118.5% | +20.3% |
| 1Y | +61.2% | -100.0% | +161.2% | +64.4% |
| All | +61.2% | -100.0% | +161.1% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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