+486.8%
VALE vs OVV
+54.2%
+432.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.9% | +2.2% |
| 7D | +2.9% | -3.7% | +6.6% | +3.9% |
| 30D | +8.8% | +8.0% | +0.8% | +6.6% |
| 3M | +6.8% | +11.3% | -4.5% | +3.4% |
| 6M | +6.9% | +24.0% | -17.1% | -0.3% |
| YTD | +22.8% | +65.3% | -42.5% | +5.9% |
| 1Y | +61.3% | +60.2% | +1.1% | +39.5% |
| 3Y | +53.3% | +46.9% | +6.4% | +31.1% |
| 5Y | +44.9% | +158.7% | -113.9% | +2.1% |
| 10Y | +486.8% | +50.8% | +435.9% | +222.8% |
| All | +486.8% | +54.2% | +432.6% | +222.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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