+4.1%
VALE vs VT
+74.4%
-70.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.8% |
| 7D | +5.5% | -0.1% | +5.6% | +5.4% |
| 30D | -15.0% | -3.1% | -11.9% | -12.3% |
| 3M | -20.0% | -3.5% | -16.5% | -17.1% |
| 6M | -28.4% | +0.5% | -28.8% | -28.9% |
| YTD | -8.6% | +10.8% | -19.4% | -17.8% |
| 1Y | +2.0% | +11.9% | -9.9% | -9.2% |
| 3Y | +4.1% | +73.0% | -68.9% | -47.2% |
| All | +4.1% | +74.4% | -70.4% | -47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling