+316.3%
VALE vs XME
+246.2%
+70.1%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +0.9% |
| 7D | +2.9% | +3.6% | -0.7% | -0.2% |
| 30D | +8.8% | +3.6% | +5.2% | +4.9% |
| 3M | +6.8% | +1.2% | +5.5% | +4.0% |
| 6M | +6.9% | +9.0% | -2.1% | -3.6% |
| YTD | +22.8% | +15.9% | +6.9% | +4.1% |
| 1Y | +61.3% | +43.2% | +18.1% | +10.3% |
| 3Y | +53.3% | +137.4% | -84.1% | -37.3% |
| 5Y | +44.9% | +185.0% | -140.2% | -53.0% |
| 10Y | +486.8% | +409.5% | +77.3% | +1.7% |
| All | +316.3% | +246.2% | +70.1% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded XME 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling