+61.2%
VALE vs VO
+15.8%
+45.4%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | 0.0% |
| 7D | +1.6% | -0.3% | +1.9% | +1.9% |
| 30D | +5.1% | -0.3% | +5.5% | +5.4% |
| 3M | -0.4% | +2.9% | -3.4% | -3.9% |
| 6M | -2.2% | +9.3% | -11.6% | -12.6% |
| YTD | +20.5% | +14.2% | +6.3% | +4.4% |
| 1Y | +61.2% | +15.3% | +45.9% | +40.1% |
| All | +61.2% | +15.8% | +45.4% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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