+489.2%
VALE vs XLRE
+89.0%
+400.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.9% |
| 7D | -0.3% | -1.2% | +0.9% | +0.5% |
| 30D | +8.6% | -2.4% | +11.0% | +10.3% |
| 3M | +2.0% | -2.5% | +4.5% | +3.3% |
| 6M | +2.1% | +4.0% | -1.9% | -0.7% |
| YTD | +20.2% | +9.3% | +10.9% | +13.0% |
| 1Y | +55.2% | +5.6% | +49.6% | +48.9% |
| 3Y | +45.9% | +31.3% | +14.6% | +19.5% |
| 5Y | +41.4% | +9.5% | +31.8% | +28.7% |
| All | +489.2% | +89.0% | +400.2% | +277.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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