+3.7%
VALE vs VSH
+62.1%
-58.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -5.1% | +9.2% | +4.9% |
| 7D | -0.3% | -13.6% | +13.3% | +1.8% |
| 30D | -19.2% | -30.4% | +11.1% | -14.5% |
| 3M | -20.7% | -33.3% | +12.5% | -16.0% |
| 6M | -25.8% | -15.1% | -10.7% | -28.7% |
| YTD | -9.8% | +80.2% | -90.0% | -33.1% |
| 1Y | +3.7% | +63.4% | -59.7% | -21.7% |
| All | +3.7% | +62.1% | -58.4% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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