-6.6%
VALE vs VT
+345.0%
-351.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.2% | +6.2% |
| 7D | +2.4% | -4.2% | +6.6% | +8.7% |
| 30D | -18.7% | -5.8% | -12.9% | -11.5% |
| 3M | -21.2% | -5.2% | -15.9% | -15.0% |
| 6M | -26.1% | +0.1% | -26.2% | -26.7% |
| YTD | -9.6% | +8.2% | -17.9% | -19.9% |
| 1Y | +0.7% | +10.1% | -9.4% | -13.1% |
| 3Y | +3.3% | +69.7% | -66.3% | -54.4% |
| 5Y | +49.4% | +53.4% | -4.0% | -25.6% |
| 10Y | +258.6% | +219.2% | +39.4% | -41.9% |
| All | -6.6% | +345.0% | -351.6% | -89.3% |
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