+212.0%
VALE vs ACWI
+218.5%
-6.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.3% | +1.3% |
| 7D | +1.8% | -2.4% | +4.1% | +4.7% |
| 30D | -14.8% | -5.2% | -9.7% | -9.2% |
| 3M | -19.0% | -4.8% | -14.2% | -14.1% |
| 6M | -27.7% | -1.3% | -26.4% | -26.8% |
| YTD | -8.5% | +8.4% | -16.9% | -17.4% |
| 1Y | +2.6% | +11.0% | -8.4% | -10.1% |
| 3Y | +4.0% | +70.6% | -66.5% | -48.3% |
| 5Y | +51.2% | +55.3% | -4.1% | -15.3% |
| All | +212.0% | +218.5% | -6.5% | -46.8% |
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