+489.2%
VALE vs WY
+7.6%
+481.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | -0.3% | -4.2% | +3.9% | +1.8% |
| 30D | +8.6% | -10.1% | +18.7% | +14.2% |
| 3M | +2.0% | -8.5% | +10.5% | +5.8% |
| 6M | +2.1% | -3.3% | +5.5% | +3.1% |
| YTD | +20.2% | -4.4% | +24.6% | +21.3% |
| 1Y | +55.2% | -11.5% | +66.6% | +61.8% |
| 3Y | +45.9% | -24.3% | +70.2% | +61.3% |
| 5Y | +41.4% | -21.3% | +62.7% | +48.7% |
| All | +489.2% | +7.6% | +481.7% | +383.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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