+2,276.6%
VALE vs VTRS
+53.3%
+2,223.3%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.7% |
| 7D | -0.2% | -3.3% | +3.1% | +1.1% |
| 30D | +9.7% | +1.4% | +8.4% | +9.2% |
| 3M | +5.3% | +4.6% | +0.6% | +2.8% |
| 6M | +0.5% | +18.1% | -17.5% | -6.9% |
| YTD | +20.6% | +34.7% | -14.1% | +5.5% |
| 1Y | +57.6% | +65.6% | -8.0% | +26.1% |
| 3Y | +50.6% | +83.8% | -33.2% | +11.1% |
| 5Y | +41.8% | +46.5% | -4.6% | +9.2% |
| 10Y | +515.1% | -48.6% | +563.7% | +555.2% |
| All | +2,276.6% | +53.3% | +2,223.3% | +1,038.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling