+842.6%
ASX vs FTV
+113.3%
+729.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.6% | +6.0% | +7.1% |
| 7D | -12.3% | +0.4% | -12.7% | -12.0% |
| 30D | -26.0% | +17.2% | -43.2% | -32.1% |
| 3M | -8.1% | +8.9% | -17.0% | -12.2% |
| 6M | +1.4% | +11.3% | -9.9% | -4.7% |
| YTD | +115.6% | +21.9% | +93.6% | +89.3% |
| 1Y | +128.0% | +31.6% | +96.5% | +91.0% |
| 3Y | +371.4% | +38.1% | +333.3% | +282.0% |
| 5Y | +469.4% | +15.7% | +453.7% | +401.8% |
| 10Y | +842.6% | +107.5% | +735.2% | +459.5% |
| All | +842.6% | +113.3% | +729.3% | +459.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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