+489.2%
VALE vs VTR
+99.2%
+390.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | -0.3% | -0.3% | 0.0% | -0.2% |
| 30D | +8.6% | +1.1% | +7.5% | +8.3% |
| 3M | +2.0% | +7.9% | -5.9% | -0.6% |
| 6M | +2.1% | +6.2% | -4.0% | -0.2% |
| YTD | +20.2% | +17.7% | +2.5% | +13.7% |
| 1Y | +55.2% | +32.9% | +22.3% | +41.2% |
| 3Y | +45.9% | +129.7% | -83.8% | +11.0% |
| 5Y | +41.4% | +89.3% | -47.9% | +12.3% |
| All | +489.2% | +99.2% | +390.0% | +302.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 10y: compounded portfolio wealth divided by compounded VTR 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…
10y analysis · Full analysis span regression · 6 months rolling