+214.6%
VALE vs ACWI
+227.3%
-12.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -1.5% |
| 7D | +1.3% | -0.7% | +2.0% | +2.0% |
| 30D | -14.3% | -2.0% | -12.4% | -12.4% |
| 3M | -16.8% | -2.2% | -14.7% | -14.8% |
| 6M | -30.2% | +1.9% | -32.1% | -32.1% |
| YTD | -8.6% | +12.0% | -20.6% | -20.8% |
| 1Y | +1.6% | +12.5% | -10.9% | -12.5% |
| 3Y | +4.1% | +75.4% | -71.3% | -50.1% |
| 5Y | +38.7% | +61.5% | -22.8% | -26.2% |
| 10Y | +214.6% | +227.1% | -12.5% | -48.0% |
| All | +214.6% | +227.3% | -12.7% | -48.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling