+489.2%
VALE vs ZBH
-16.2%
+505.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -0.7% |
| 7D | -0.3% | -4.7% | +4.4% | +1.4% |
| 30D | +8.6% | -4.5% | +13.1% | +10.2% |
| 3M | +2.0% | +7.6% | -5.6% | -1.6% |
| 6M | +2.1% | +0.3% | +1.8% | +0.8% |
| YTD | +20.2% | +4.5% | +15.7% | +16.5% |
| 1Y | +55.2% | -9.4% | +64.5% | +57.0% |
| 3Y | +45.9% | -21.5% | +67.4% | +53.6% |
| 5Y | +41.4% | -28.4% | +69.8% | +51.1% |
| All | +489.2% | -16.2% | +505.4% | +431.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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