+1.7%
VALE vs WU
-23.0%
+24.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -0.8% |
| 7D | -3.2% | -2.0% | -1.2% | -2.9% |
| 30D | -15.1% | +11.4% | -26.5% | -16.8% |
| 3M | -18.7% | -6.8% | -11.9% | -17.8% |
| 6M | -31.5% | -14.6% | -16.8% | -29.9% |
| YTD | -11.4% | -20.6% | +9.2% | -8.3% |
| 1Y | -1.9% | -15.4% | +13.5% | -0.2% |
| 3Y | +1.7% | -23.6% | +25.3% | +5.9% |
| All | +1.7% | -23.0% | +24.7% | +5.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling