+3.7%
VALE vs ACWI
+14.9%
-11.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.7% | +2.4% | +2.0% |
| 7D | -0.3% | -0.5% | +0.1% | +0.2% |
| 30D | -19.2% | -1.6% | -17.6% | -17.6% |
| 3M | -20.7% | -1.3% | -19.4% | -19.5% |
| 6M | -25.8% | +5.8% | -31.6% | -31.4% |
| YTD | -9.8% | +12.7% | -22.5% | -22.3% |
| 1Y | +3.7% | +15.0% | -11.3% | -12.2% |
| All | +3.7% | +14.9% | -11.2% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling