+47.9%
VALE vs VSH
+35.1%
+12.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -0.9% |
| 7D | -1.8% | +3.5% | -5.4% | -2.6% |
| 30D | +6.7% | -4.4% | +11.0% | +7.4% |
| 3M | +4.9% | -45.8% | +50.7% | +17.6% |
| 6M | +3.6% | +90.1% | -86.6% | -16.3% |
| YTD | +21.9% | +120.3% | -98.4% | -4.9% |
| 1Y | +61.6% | +112.2% | -50.7% | +26.3% |
| All | +47.9% | +35.1% | +12.8% | +29.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling