+489.2%
VALE vs WTW
+198.0%
+291.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.4% |
| 7D | -0.3% | -5.7% | +5.5% | +1.9% |
| 30D | +8.6% | -7.3% | +15.9% | +11.6% |
| 3M | +2.0% | +21.5% | -19.5% | -6.1% |
| 6M | +2.1% | +9.6% | -7.5% | -3.0% |
| YTD | +20.2% | -3.3% | +23.5% | +19.3% |
| 1Y | +55.2% | -6.1% | +61.3% | +55.7% |
| 3Y | +45.9% | +61.8% | -16.0% | +9.6% |
| 5Y | +41.4% | +42.7% | -1.3% | +10.5% |
| All | +489.2% | +198.0% | +291.2% | +203.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling