+555.5%
AMZN vs OVV
+54.2%
+501.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.5% |
| 7D | +0.8% | -3.7% | +4.5% | +1.2% |
| 30D | -6.4% | +8.0% | -14.4% | -7.3% |
| 3M | +4.8% | +11.3% | -6.5% | +3.2% |
| 6M | +20.5% | +24.0% | -3.5% | +16.7% |
| YTD | +11.3% | +65.3% | -54.0% | +3.8% |
| 1Y | +9.0% | +60.2% | -51.2% | +1.8% |
| 3Y | +85.9% | +46.9% | +39.0% | +73.3% |
| 5Y | +45.8% | +158.7% | -112.9% | +26.3% |
| 10Y | +555.5% | +50.8% | +504.6% | +460.6% |
| All | +555.5% | +54.2% | +501.3% | +460.6% |
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