+415.3%
ASX vs ROIV
+378.2%
+37.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +6.2% | +0.3% | +5.3% |
| 7D | -19.9% | +5.3% | -25.3% | -20.6% |
| 30D | -30.9% | +11.9% | -42.8% | -32.2% |
| 3M | -15.1% | +10.7% | -25.8% | -16.8% |
| 6M | -6.5% | +34.9% | -41.4% | -11.3% |
| YTD | +98.4% | +79.2% | +19.3% | +79.2% |
| 1Y | +107.9% | +89.0% | +18.8% | +85.8% |
| 3Y | +325.3% | +337.3% | -12.1% | +232.5% |
| All | +415.3% | +378.2% | +37.1% | +239.3% |
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