+46.4%
VALE vs WPM
+259.8%
-213.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.7% | +2.7% | +0.2% |
| 7D | -0.2% | -3.6% | +3.4% | +1.0% |
| 30D | +9.7% | +12.5% | -2.7% | +5.1% |
| 3M | +5.3% | +40.6% | -35.3% | -7.2% |
| 6M | +0.5% | +0.5% | 0.0% | -1.4% |
| YTD | +20.6% | +29.0% | -8.4% | +9.7% |
| 1Y | +57.6% | +43.8% | +13.8% | +38.2% |
| All | +46.4% | +259.8% | -213.4% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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