+489.2%
VALE vs DOV
+300.2%
+189.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.9% |
| 7D | -0.3% | -2.0% | +1.7% | +1.0% |
| 30D | +8.6% | -8.9% | +17.5% | +14.8% |
| 3M | +2.0% | -13.3% | +15.2% | +10.6% |
| 6M | +2.1% | -9.7% | +11.8% | +7.5% |
| YTD | +20.2% | -2.5% | +22.7% | +20.4% |
| 1Y | +55.2% | +7.2% | +47.9% | +45.5% |
| 3Y | +45.9% | +39.4% | +6.5% | +11.2% |
| 5Y | +41.4% | +15.8% | +25.5% | +18.7% |
| All | +489.2% | +300.2% | +189.1% | +129.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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