+46.4%
VALE vs VT
+57.5%
-11.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.8% |
| 7D | +5.5% | -0.1% | +5.6% | +5.5% |
| 30D | -15.0% | -3.1% | -11.9% | -12.6% |
| 3M | -20.0% | -3.5% | -16.5% | -17.4% |
| 6M | -28.4% | +0.5% | -28.8% | -28.8% |
| YTD | -8.6% | +10.8% | -19.4% | -16.8% |
| 1Y | +2.0% | +11.9% | -9.9% | -8.1% |
| 3Y | +4.1% | +73.0% | -68.9% | -36.6% |
| 5Y | +46.4% | +58.6% | -12.2% | -4.2% |
| All | +46.4% | +57.5% | -11.1% | -4.2% |
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 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