+489.2%
VALE vs VRSN
+299.1%
+190.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.7% | -0.8% |
| 7D | -0.3% | +0.2% | -0.5% | -0.4% |
| 30D | +8.6% | +3.8% | +4.9% | +7.0% |
| 3M | +2.0% | +5.0% | -3.0% | -0.6% |
| 6M | +2.1% | +24.9% | -22.8% | -7.7% |
| YTD | +20.2% | +21.6% | -1.4% | +9.0% |
| 1Y | +55.2% | +2.4% | +52.7% | +50.8% |
| 3Y | +45.9% | +47.3% | -1.5% | +17.5% |
| 5Y | +41.4% | +34.7% | +6.6% | +14.1% |
| All | +489.2% | +299.1% | +190.2% | +150.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling