+414.3%
ASX vs ROIV
+369.5%
+44.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -4.2% | -16.6% | -20.0% |
| 7D | -33.3% | -2.4% | -30.9% | -32.9% |
| 30D | -36.5% | +3.1% | -39.5% | -36.8% |
| 3M | -19.2% | +5.8% | -25.0% | -20.2% |
| 6M | -10.2% | +29.3% | -39.5% | -14.2% |
| YTD | +86.5% | +68.8% | +17.7% | +70.2% |
| 1Y | +89.6% | +81.0% | +8.6% | +70.9% |
| 3Y | +298.6% | +294.6% | +4.0% | +217.0% |
| 5Y | +414.3% | +373.1% | +41.1% | +246.6% |
| All | +414.3% | +369.5% | +44.8% | +246.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling