+204.8%
VALE vs WCC
+431.3%
-226.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.1% | 0.0% |
| 7D | -3.2% | +9.9% | -13.1% | -6.3% |
| 30D | -15.1% | -8.4% | -6.6% | -13.6% |
| 3M | -18.7% | -10.3% | -8.4% | -17.1% |
| 6M | -31.5% | -10.5% | -21.0% | -30.6% |
| YTD | -11.4% | +32.2% | -43.6% | -22.4% |
| 1Y | -1.9% | +25.5% | -27.4% | -12.7% |
| 3Y | +1.7% | +134.7% | -133.0% | -33.5% |
| 5Y | +35.4% | +139.9% | -104.5% | -19.1% |
| All | +204.8% | +431.3% | -226.5% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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