+4.9%
VALE vs VO
+68.0%
-63.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -1.1% |
| 7D | +1.3% | +0.2% | +1.1% | +1.0% |
| 30D | -14.3% | +2.0% | -16.4% | -16.0% |
| 3M | -16.8% | -0.3% | -16.5% | -16.8% |
| 6M | -30.2% | +7.3% | -37.5% | -34.5% |
| YTD | -8.6% | +15.0% | -23.6% | -18.8% |
| 1Y | +1.6% | +14.7% | -13.1% | -9.5% |
| All | +4.9% | +68.0% | -63.0% | -36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling