+748.4%
ASX vs FTV
+109.5%
+638.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.1% | +6.5% | +6.5% |
| 7D | -19.9% | +0.2% | -20.1% | -19.6% |
| 30D | -30.9% | +15.7% | -46.5% | -36.2% |
| 3M | -15.1% | +7.5% | -22.6% | -18.3% |
| 6M | -6.5% | +8.5% | -14.9% | -10.9% |
| YTD | +98.4% | +18.8% | +79.6% | +76.8% |
| 1Y | +107.9% | +28.5% | +79.3% | +76.4% |
| 3Y | +325.3% | +34.0% | +291.3% | +250.5% |
| 5Y | +447.3% | +12.6% | +434.7% | +389.5% |
| All | +748.4% | +109.5% | +638.9% | +418.5% |
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