+913.4%
ASX vs VEU
+149.3%
+764.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +6.6% |
| 7D | +6.3% | +1.7% | +4.6% | +3.8% |
| 30D | +6.4% | +1.0% | +5.4% | +5.1% |
| 3M | +13.1% | +5.6% | +7.5% | +6.9% |
| 6M | +90.3% | +13.7% | +76.6% | +64.4% |
| YTD | +149.6% | +17.7% | +131.9% | +106.5% |
| 1Y | +249.2% | +25.8% | +223.4% | +165.2% |
| 3Y | +445.9% | +77.1% | +368.8% | +171.5% |
| 5Y | +477.7% | +57.1% | +420.6% | +239.9% |
| 10Y | +913.4% | +149.8% | +763.6% | +253.4% |
| All | +913.4% | +149.3% | +764.1% | +253.4% |
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