+3.7%
VALE vs VOO
+14.7%
-11.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.6% | +2.5% | +2.3% |
| 7D | -0.3% | -0.7% | +0.4% | +0.4% |
| 30D | -19.2% | -1.1% | -18.2% | -18.3% |
| 3M | -20.7% | -0.3% | -20.4% | -20.5% |
| 6M | -25.8% | +7.4% | -33.1% | -31.9% |
| YTD | -9.8% | +13.4% | -23.1% | -23.1% |
| 1Y | +3.7% | +14.8% | -11.1% | -12.5% |
| All | +3.7% | +14.7% | -11.0% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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