+40.9%
VALE vs VTRS
+47.1%
-6.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.5% |
| 7D | -0.3% | -2.2% | +1.9% | +0.2% |
| 30D | +8.6% | +3.3% | +5.3% | +7.8% |
| 3M | +2.0% | +2.0% | 0.0% | +1.2% |
| 6M | +2.1% | +19.9% | -17.8% | -2.9% |
| YTD | +20.2% | +35.7% | -15.5% | +11.0% |
| 1Y | +55.2% | +68.1% | -12.9% | +35.9% |
| 3Y | +45.9% | +87.1% | -41.2% | +22.1% |
| All | +40.9% | +47.1% | -6.2% | +15.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling