+489.2%
VALE vs WU
-39.1%
+528.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.6% |
| 7D | -0.3% | -3.5% | +3.2% | +1.1% |
| 30D | +8.6% | -2.9% | +11.6% | +9.8% |
| 3M | +2.0% | -2.3% | +4.2% | +0.6% |
| 6M | +2.1% | -25.4% | +27.5% | +13.1% |
| YTD | +20.2% | -21.2% | +41.4% | +29.2% |
| 1Y | +55.2% | -8.9% | +64.0% | +54.3% |
| 3Y | +45.9% | -29.0% | +74.9% | +58.1% |
| 5Y | +41.4% | -50.7% | +92.1% | +80.6% |
| All | +489.2% | -39.1% | +528.3% | +563.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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