+46.4%
VALE vs VTR
+134.0%
-87.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -1.3% |
| 7D | -0.2% | -1.8% | +1.6% | +0.2% |
| 30D | +9.7% | +4.0% | +5.7% | +8.8% |
| 3M | +5.3% | +7.8% | -2.6% | +3.0% |
| 6M | +0.5% | +6.4% | -5.8% | -1.3% |
| YTD | +20.6% | +18.3% | +2.3% | +15.0% |
| 1Y | +57.6% | +33.9% | +23.7% | +44.3% |
| All | +46.4% | +134.0% | -87.7% | +1.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling