+36.6%
VALE vs VT
+66.2%
-29.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.2% |
| 7D | +1.6% | +0.4% | +1.1% | +1.1% |
| 30D | +5.1% | +1.0% | +4.2% | +4.1% |
| 3M | -0.4% | +2.4% | -2.8% | -2.7% |
| 6M | -2.2% | +12.0% | -14.2% | -12.2% |
| YTD | +20.5% | +15.3% | +5.2% | +5.5% |
| 1Y | +61.2% | +22.6% | +38.6% | +33.3% |
| 3Y | +43.1% | +74.7% | -31.5% | -14.2% |
| All | +36.6% | +66.2% | -29.6% | -15.6% |
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