+37.8%
VALE vs VT
+57.0%
-19.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.3% |
| 7D | -3.2% | +2.4% | -5.5% | -5.3% |
| 30D | -15.1% | -1.5% | -13.6% | -14.0% |
| 3M | -18.7% | -4.1% | -14.6% | -15.5% |
| 6M | -31.5% | +0.6% | -32.0% | -31.9% |
| YTD | -11.4% | +11.0% | -22.5% | -19.6% |
| 1Y | -1.9% | +13.3% | -15.2% | -12.5% |
| 3Y | +1.7% | +73.4% | -71.7% | -38.2% |
| All | +37.8% | +57.0% | -19.2% | -9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling