+2,811.6%
ASX vs OVV
+148.3%
+2,663.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.9% | -17.9% | -20.2% |
| 7D | -33.3% | -14.9% | -18.4% | -31.1% |
| 30D | -36.5% | -0.9% | -35.5% | -36.4% |
| 3M | -19.2% | +5.6% | -24.8% | -20.4% |
| 6M | -10.2% | -2.5% | -7.7% | -10.6% |
| YTD | +86.5% | +57.8% | +28.6% | +67.1% |
| 1Y | +89.6% | +70.1% | +19.6% | +67.0% |
| 3Y | +298.6% | +35.1% | +263.5% | +261.5% |
| 5Y | +414.3% | +86.1% | +328.2% | +320.9% |
| 10Y | +711.1% | +55.5% | +655.6% | +428.1% |
| All | +2,811.6% | +148.3% | +2,663.3% | +1,313.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling