+1.7%
VALE vs OVV
+58.8%
-57.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.6% |
| 7D | -3.2% | +8.0% | -11.2% | -4.3% |
| 30D | -15.1% | -2.0% | -13.0% | -14.9% |
| 3M | -18.7% | +5.4% | -24.1% | -19.5% |
| 6M | -31.5% | +14.3% | -45.7% | -33.2% |
| YTD | -11.4% | +69.4% | -80.9% | -21.3% |
| 1Y | -1.9% | +72.4% | -74.2% | -13.2% |
| 3Y | +1.7% | +58.4% | -56.7% | -12.0% |
| All | +1.7% | +58.8% | -57.1% | -12.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling