+36.6%
VALE vs ACWI
+67.7%
-31.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.2% |
| 7D | +1.6% | +0.5% | +1.1% | +1.1% |
| 30D | +5.1% | +0.9% | +4.3% | +4.2% |
| 3M | -0.4% | +2.4% | -2.8% | -2.7% |
| 6M | -2.2% | +12.4% | -14.6% | -12.3% |
| YTD | +20.5% | +15.2% | +5.4% | +5.9% |
| 1Y | +61.2% | +22.7% | +38.5% | +33.6% |
| 3Y | +43.1% | +75.8% | -32.6% | -14.1% |
| All | +36.6% | +67.7% | -31.1% | -15.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling