+620.3%
AMZN vs OVV
+51.8%
+568.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.0% | -4.8% | -2.1% |
| 7D | +0.1% | +1.2% | -1.2% | -0.1% |
| 30D | +2.6% | -2.5% | +5.1% | +2.7% |
| 3M | -2.2% | +0.5% | -2.7% | -2.6% |
| 6M | -1.0% | +8.5% | -9.5% | -2.6% |
| YTD | +15.3% | +64.5% | -49.1% | +7.3% |
| 1Y | +6.9% | +64.7% | -57.8% | -0.7% |
| 3Y | +85.4% | +54.1% | +31.3% | +71.8% |
| 5Y | +53.3% | +95.4% | -42.1% | +36.3% |
| 10Y | +620.3% | +54.9% | +565.4% | +527.8% |
| All | +620.3% | +51.8% | +568.5% | +527.8% |
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