+414.3%
ASX vs OVV
+88.6%
+325.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.9% | -17.9% | -20.2% |
| 7D | -33.3% | -14.9% | -18.4% | -31.0% |
| 30D | -36.5% | -0.9% | -35.5% | -36.4% |
| 3M | -19.2% | +5.6% | -24.8% | -20.6% |
| 6M | -10.2% | -2.5% | -7.7% | -10.6% |
| YTD | +86.5% | +57.8% | +28.6% | +62.7% |
| 1Y | +89.6% | +70.1% | +19.6% | +61.7% |
| 3Y | +298.6% | +35.1% | +263.5% | +250.6% |
| 5Y | +414.3% | +86.1% | +328.2% | +299.4% |
| All | +414.3% | +88.6% | +325.7% | +299.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling