+489.2%
VALE vs ZBRA
+435.2%
+54.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.2% | -0.9% |
| 7D | -0.3% | -3.4% | +3.1% | +0.7% |
| 30D | +8.6% | -7.4% | +16.0% | +10.9% |
| 3M | +2.0% | +57.5% | -55.5% | -12.3% |
| 6M | +2.1% | +64.0% | -61.9% | -13.8% |
| YTD | +20.2% | +44.3% | -24.1% | +4.5% |
| 1Y | +55.2% | +10.9% | +44.3% | +45.5% |
| 3Y | +45.9% | +37.5% | +8.4% | +21.1% |
| 5Y | +41.4% | -39.7% | +81.0% | +51.7% |
| All | +489.2% | +435.2% | +54.0% | +193.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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