+489.2%
VALE vs VTRS
-48.4%
+537.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.6% |
| 7D | -0.3% | -2.2% | +1.9% | +0.4% |
| 30D | +8.6% | +3.3% | +5.3% | +7.6% |
| 3M | +2.0% | +2.0% | 0.0% | +1.0% |
| 6M | +2.1% | +19.9% | -17.8% | -4.2% |
| YTD | +20.2% | +35.7% | -15.5% | +8.4% |
| 1Y | +55.2% | +68.1% | -12.9% | +30.4% |
| 3Y | +45.9% | +87.1% | -41.2% | +15.3% |
| 5Y | +41.4% | +47.6% | -6.3% | +16.0% |
| All | +489.2% | -48.4% | +537.6% | +530.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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