+953.3%
ASX vs FTV
+80.7%
+872.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.2% |
| 7D | +5.2% | -4.0% | +9.2% | +7.6% |
| 30D | +0.5% | -11.0% | +11.5% | +7.4% |
| 3M | +8.3% | -8.4% | +16.7% | +13.4% |
| 6M | +82.0% | -2.6% | +84.6% | +83.8% |
| YTD | +147.6% | -0.6% | +148.2% | +143.8% |
| 1Y | +258.8% | +11.0% | +247.9% | +229.8% |
| 3Y | +452.1% | -6.3% | +458.4% | +457.4% |
| 5Y | +441.7% | -1.5% | +443.3% | +423.3% |
| All | +953.3% | +80.7% | +872.5% | +665.5% |
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