+53.3%
VALE price history and return analytics
+76.6%
-23.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.4% |
| 7D | +2.9% | +1.0% | +1.9% | +1.7% |
| 30D | +8.8% | -0.2% | +9.0% | +9.0% |
| 3M | +6.8% | +4.5% | +2.2% | +1.5% |
| 6M | +6.9% | +14.1% | -7.1% | -7.3% |
| YTD | +22.8% | +14.8% | +8.1% | +6.1% |
| 1Y | +61.3% | +21.2% | +40.1% | +31.7% |
| 3Y | +53.3% | +76.6% | -23.3% | -19.4% |
| All | +53.3% | +76.6% | -23.3% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling