+1,663.5%
VALE vs OVV
+146.7%
+1,516.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.9% | +1.5% |
| 7D | +1.8% | -16.7% | +18.4% | +9.4% |
| 30D | -14.8% | -1.5% | -13.3% | -14.7% |
| 3M | -19.0% | +1.6% | -20.6% | -20.3% |
| 6M | -27.7% | +2.0% | -29.7% | -29.7% |
| YTD | -8.5% | +56.8% | -65.3% | -27.1% |
| 1Y | +2.6% | +64.8% | -62.2% | -20.3% |
| 3Y | +4.0% | +38.3% | -34.2% | -18.1% |
| 5Y | +51.2% | +84.9% | -33.7% | -5.6% |
| 10Y | +263.0% | +54.5% | +208.5% | +34.6% |
| All | +1,663.5% | +146.7% | +1,516.8% | +660.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling