+61.3%
VALE vs VLTO
-9.1%
+70.4%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +1.9% |
| 7D | +2.9% | -1.6% | +4.5% | +2.8% |
| 30D | +8.8% | -2.9% | +11.7% | +8.6% |
| 3M | +6.8% | +12.7% | -5.9% | +6.9% |
| 6M | +6.9% | +1.6% | +5.3% | +8.3% |
| YTD | +22.8% | -4.0% | +26.8% | +23.6% |
| 1Y | +61.3% | -10.2% | +71.4% | +63.3% |
| All | +61.3% | -9.1% | +70.4% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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