+1.7%
VALE vs WEC
+64.2%
-62.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.5% | -0.7% |
| 7D | -3.2% | +2.3% | -5.5% | -3.6% |
| 30D | -15.1% | +11.1% | -26.1% | -16.6% |
| 3M | -18.7% | +8.4% | -27.1% | -19.9% |
| 6M | -31.5% | +7.5% | -39.0% | -32.4% |
| YTD | -11.4% | +15.3% | -26.8% | -13.9% |
| 1Y | -1.9% | +9.7% | -11.6% | -3.7% |
| 3Y | +1.7% | +64.7% | -63.0% | -14.7% |
| All | +1.7% | +64.2% | -62.5% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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