+1.6%
VALE vs ACWI
+13.1%
-11.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -1.3% |
| 7D | +1.3% | -0.7% | +2.0% | +1.9% |
| 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% | -32.3% |
| YTD | -8.6% | +12.0% | -20.6% | -20.8% |
| 1Y | +1.6% | +12.5% | -10.9% | -12.1% |
| All | +1.6% | +13.1% | -11.4% | -12.1% |
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