-1.9%
VALE vs VO
+14.1%
-16.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -3.2% | +3.1% | -6.3% | -6.2% |
| 30D | -15.1% | +2.2% | -17.3% | -17.5% |
| 3M | -18.7% | -2.5% | -16.2% | -16.3% |
| 6M | -31.5% | +7.0% | -38.4% | -37.6% |
| YTD | -11.4% | +14.0% | -25.4% | -25.3% |
| 1Y | -1.9% | +15.6% | -17.5% | -18.3% |
| All | -1.9% | +14.1% | -16.0% | -18.3% |
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