-5.5%
VALE vs VT
+346.0%
-351.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +0.9% |
| 7D | +1.8% | -2.3% | +4.1% | +5.1% |
| 30D | -14.8% | -5.0% | -9.9% | -8.6% |
| 3M | -19.0% | -4.9% | -14.1% | -13.2% |
| 6M | -27.7% | -1.5% | -26.2% | -26.5% |
| YTD | -8.5% | +8.5% | -17.0% | -19.2% |
| 1Y | +2.6% | +11.4% | -8.7% | -12.9% |
| 3Y | +4.0% | +70.1% | -66.0% | -54.3% |
| 5Y | +51.2% | +53.7% | -2.5% | -24.9% |
| 10Y | +263.0% | +220.0% | +43.1% | -41.4% |
| All | -5.5% | +346.0% | -351.5% | -89.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling