+61.6%
VALE vs WST
+33.7%
+27.8%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.5% | -0.8% |
| 7D | -1.8% | -1.7% | -0.2% | -1.8% |
| 30D | +6.7% | -4.3% | +11.0% | +6.8% |
| 3M | +4.9% | +0.7% | +4.1% | +4.8% |
| 6M | +3.6% | +36.0% | -32.4% | +1.6% |
| YTD | +21.9% | +22.7% | -0.9% | +20.8% |
| 1Y | +61.6% | +34.1% | +27.5% | +59.9% |
| All | +61.6% | +33.7% | +27.8% | +59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 1y: compounded portfolio wealth divided by compounded WST 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…
1y analysis · Full analysis span regression · 6 months rolling