+204.8%
VALE vs WU
-38.9%
+243.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -1.1% |
| 7D | -3.2% | -2.0% | -1.2% | -2.5% |
| 30D | -15.1% | +11.4% | -26.5% | -19.0% |
| 3M | -18.7% | -6.8% | -11.9% | -16.8% |
| 6M | -31.5% | -14.6% | -16.8% | -28.6% |
| YTD | -11.4% | -20.6% | +9.2% | -5.6% |
| 1Y | -1.9% | -15.4% | +13.5% | +1.4% |
| 3Y | +1.7% | -23.6% | +25.3% | +6.4% |
| 5Y | +35.4% | -43.4% | +78.8% | +58.8% |
| All | +204.8% | -38.9% | +243.7% | +221.3% |
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