+43.6%
VALE vs WST
-0.1%
+43.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.9% | -0.6% | +1.0% |
| 7D | +1.8% | -3.1% | +4.9% | +2.1% |
| 30D | -14.8% | +9.1% | -23.9% | -15.6% |
| 3M | -19.0% | +14.7% | -33.7% | -20.2% |
| 6M | -27.7% | +28.0% | -55.7% | -29.7% |
| YTD | -8.5% | +45.6% | -54.2% | -12.4% |
| 1Y | +2.6% | +45.7% | -43.0% | -1.8% |
| 3Y | +4.0% | +21.1% | -17.1% | -2.2% |
| All | +43.6% | -0.1% | +43.7% | +42.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling