+861.6%
ASX vs OVV
+63.7%
+797.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +2.0% | +0.5% |
| 7D | -0.7% | +0.3% | -1.0% | -0.8% |
| 30D | +2.0% | +11.7% | -9.7% | +0.3% |
| 3M | -1.3% | +9.8% | -11.1% | -3.0% |
| 6M | +71.4% | +26.6% | +44.9% | +64.1% |
| YTD | +135.3% | +67.0% | +68.3% | +115.4% |
| 1Y | +267.5% | +55.9% | +211.6% | +239.1% |
| 3Y | +388.5% | +45.5% | +343.0% | +349.2% |
| 5Y | +417.1% | +157.3% | +259.7% | +332.5% |
| All | +861.6% | +63.7% | +797.9% | +565.5% |
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