+43.2%
VALE vs WCC
+228.2%
-185.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.5% |
| 7D | -1.8% | +6.8% | -8.6% | -3.4% |
| 30D | +6.7% | -3.0% | +9.7% | +7.2% |
| 3M | +4.9% | +0.2% | +4.7% | +4.2% |
| 6M | +3.6% | +33.2% | -29.6% | -4.1% |
| YTD | +21.9% | +45.8% | -23.9% | +10.3% |
| 1Y | +61.6% | +68.4% | -6.8% | +40.9% |
| 3Y | +52.1% | +131.1% | -79.0% | +17.5% |
| 5Y | +43.2% | +225.6% | -182.4% | -4.9% |
| All | +43.2% | +228.2% | -185.0% | -4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling