-5.5%
VALE price history and return analytics
+355.4%
-361.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.6% |
| 7D | +5.5% | -0.1% | +5.6% | +5.4% |
| 30D | -15.0% | -3.1% | -11.9% | -11.3% |
| 3M | -20.0% | -3.5% | -16.5% | -16.0% |
| 6M | -28.4% | +0.5% | -28.8% | -29.4% |
| YTD | -8.6% | +10.8% | -19.4% | -21.7% |
| 1Y | +2.0% | +11.9% | -9.9% | -14.1% |
| 3Y | +4.1% | +73.0% | -68.9% | -55.4% |
| 5Y | +46.4% | +58.6% | -12.2% | -30.7% |
| 10Y | +202.4% | +219.2% | -16.8% | -50.9% |
| All | -5.5% | +355.4% | -361.0% | -89.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling