+489.2%
VALE vs VO
+200.3%
+289.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -1.1% |
| 7D | -0.3% | -1.5% | +1.3% | +1.3% |
| 30D | +8.6% | -3.0% | +11.7% | +12.1% |
| 3M | +2.0% | +2.8% | -0.8% | -1.1% |
| 6M | +2.1% | +10.9% | -8.8% | -8.2% |
| YTD | +20.2% | +12.5% | +7.8% | +6.5% |
| 1Y | +55.2% | +12.0% | +43.2% | +38.0% |
| 3Y | +45.9% | +56.3% | -10.4% | -10.2% |
| 5Y | +41.4% | +42.9% | -1.6% | -6.5% |
| All | +489.2% | +200.3% | +289.0% | +39.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling