+3.7%
VALE vs WTW
+8.6%
-4.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.0% | +1.1% | +4.5% |
| 7D | -0.3% | +4.9% | -5.2% | +0.3% |
| 30D | -19.2% | +17.1% | -36.3% | -17.4% |
| 3M | -20.7% | -0.3% | -20.4% | -20.6% |
| 6M | -25.8% | +30.7% | -56.4% | -22.1% |
| YTD | -9.8% | +3.7% | -13.5% | -6.1% |
| 1Y | +3.7% | +5.9% | -2.2% | +6.8% |
| All | +3.7% | +8.6% | -4.9% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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