+887.2%
ASX vs VEU
+144.2%
+743.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.7% | +3.9% | +4.2% |
| 7D | -9.1% | +0.5% | -9.7% | -8.8% |
| 30D | -23.6% | -2.3% | -21.3% | -19.7% |
| 3M | -5.6% | -4.4% | -1.2% | +2.7% |
| 6M | +4.7% | -2.2% | +6.9% | +13.0% |
| YTD | +122.6% | +10.9% | +111.6% | +104.0% |
| 1Y | +133.0% | +13.4% | +119.6% | +107.6% |
| 3Y | +367.1% | +69.7% | +297.4% | +151.4% |
| 5Y | +504.7% | +50.0% | +454.8% | +287.1% |
| 10Y | +887.2% | +145.8% | +741.5% | +252.4% |
| All | +887.2% | +144.2% | +743.1% | +252.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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