+748.4%
ASX vs OVV
+50.1%
+698.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.6% | +7.1% | +6.5% |
| 7D | -19.9% | -16.7% | -3.3% | -17.7% |
| 30D | -30.9% | -1.5% | -29.4% | -30.7% |
| 3M | -15.1% | +1.6% | -16.7% | -15.5% |
| 6M | -6.5% | +2.0% | -8.5% | -7.4% |
| YTD | +98.4% | +56.8% | +41.6% | +82.8% |
| 1Y | +107.9% | +64.8% | +43.0% | +89.7% |
| 3Y | +325.3% | +38.3% | +287.0% | +293.6% |
| 5Y | +447.3% | +84.9% | +362.4% | +377.0% |
| All | +748.4% | +50.1% | +698.3% | +492.6% |
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