+985.8%
ASX vs OVV
+58.9%
+926.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.2% |
| 7D | +12.4% | +8.0% | +4.3% | +11.1% |
| 30D | -19.8% | -2.0% | -17.8% | -19.6% |
| 3M | -10.3% | +5.4% | -15.7% | -11.2% |
| 6M | +1.2% | +14.3% | -13.0% | -1.4% |
| YTD | +123.0% | +69.4% | +53.6% | +103.2% |
| 1Y | +145.4% | +72.4% | +73.1% | +122.8% |
| 3Y | +368.6% | +58.4% | +310.2% | +325.3% |
| 5Y | +486.0% | +106.1% | +379.9% | +403.2% |
| All | +985.8% | +58.9% | +926.9% | +664.4% |
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