+30.5%
VALE vs ACWI
+356.8%
-326.3%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.2% |
| 7D | +1.6% | +0.5% | +1.1% | +0.8% |
| 30D | +5.1% | +0.9% | +4.3% | +3.6% |
| 3M | -0.4% | +2.4% | -2.8% | -4.2% |
| 6M | -2.2% | +12.4% | -14.6% | -18.2% |
| YTD | +20.5% | +15.2% | +5.4% | -2.8% |
| 1Y | +61.2% | +22.7% | +38.5% | +17.7% |
| 3Y | +43.1% | +75.8% | -32.6% | -41.4% |
| 5Y | +34.0% | +67.7% | -33.8% | -43.3% |
| 10Y | +469.7% | +229.0% | +240.7% | -17.2% |
| All | +30.5% | +356.8% | -326.3% | -84.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling