+43.2%
VALE price history and return analytics
+65.7%
-22.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.1% | -0.1% |
| 7D | -1.8% | -0.1% | -1.7% | -1.8% |
| 30D | +6.7% | -0.7% | +7.3% | +7.3% |
| 3M | +4.9% | +4.0% | +0.9% | +0.9% |
| 6M | +3.6% | +12.3% | -8.7% | -7.2% |
| YTD | +21.9% | +14.0% | +7.9% | +7.9% |
| 1Y | +61.6% | +20.3% | +41.3% | +36.1% |
| 3Y | +52.1% | +75.4% | -23.3% | -9.0% |
| 5Y | +43.2% | +66.0% | -22.8% | -11.3% |
| All | +43.2% | +65.7% | -22.5% | -11.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling