+52.0%
VALE vs VOO
+817.1%
-765.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.2% |
| 7D | +1.6% | +0.1% | +1.5% | +1.4% |
| 30D | +5.1% | +0.1% | +5.1% | +5.0% |
| 3M | -0.4% | +2.0% | -2.4% | -3.0% |
| 6M | -2.2% | +13.0% | -15.2% | -15.8% |
| YTD | +20.5% | +13.6% | +7.0% | +3.1% |
| 1Y | +61.2% | +20.1% | +41.1% | +28.5% |
| 3Y | +43.1% | +77.6% | -34.4% | -32.1% |
| 5Y | +34.0% | +82.4% | -48.5% | -41.3% |
| 10Y | +469.7% | +316.8% | +152.8% | -26.6% |
| All | +52.0% | +817.1% | -765.1% | -93.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling