+731.5%
ASX vs ROIV
+280.9%
+450.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.4% | +0.4% | -3.3% |
| 7D | +22.1% | +9.2% | +12.9% | +20.4% |
| 30D | -23.8% | +19.9% | -43.7% | -25.9% |
| 3M | -7.6% | +10.6% | -18.2% | -9.3% |
| 6M | +6.9% | +36.1% | -29.1% | +1.5% |
| YTD | +127.7% | +84.3% | +43.4% | +105.5% |
| 1Y | +144.5% | +87.6% | +57.0% | +119.7% |
| 3Y | +377.8% | +353.9% | +23.9% | +274.9% |
| 5Y | +498.2% | +376.1% | +122.2% | +312.1% |
| All | +731.5% | +280.9% | +450.7% | +531.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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