+54.9%
VALE vs VOO
+812.0%
-757.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.6% |
| 7D | +2.9% | +0.5% | +2.4% | +2.2% |
| 30D | +8.8% | -0.9% | +9.7% | +10.0% |
| 3M | +6.8% | +3.9% | +2.9% | +1.7% |
| 6M | +6.9% | +14.5% | -7.6% | -9.5% |
| YTD | +22.8% | +13.0% | +9.9% | +5.8% |
| 1Y | +61.3% | +19.4% | +41.8% | +29.4% |
| 3Y | +53.3% | +78.9% | -25.6% | -28.1% |
| 5Y | +44.9% | +82.3% | -37.4% | -36.6% |
| 10Y | +486.8% | +314.2% | +172.6% | -23.8% |
| All | +54.9% | +812.0% | -757.1% | -92.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling