+1.6%
VALE vs VT
+13.3%
-11.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -1.3% |
| 7D | +1.3% | -0.7% | +2.0% | +1.9% |
| 30D | -14.3% | -1.7% | -12.6% | -12.7% |
| 3M | -16.8% | -2.3% | -14.5% | -14.7% |
| 6M | -30.2% | +1.5% | -31.7% | -32.0% |
| YTD | -8.6% | +12.0% | -20.6% | -20.7% |
| 1Y | +1.6% | +12.9% | -11.2% | -12.3% |
| All | +1.6% | +13.3% | -11.6% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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