+144.5%
ASX vs VEU
+12.6%
+131.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.2% | -2.0% |
| 7D | +22.1% | +2.4% | +19.8% | +16.2% |
| 30D | -23.8% | -2.0% | -21.8% | -18.3% |
| 3M | -7.6% | -5.1% | -2.5% | +6.2% |
| 6M | +6.9% | -0.7% | +7.6% | +16.2% |
| YTD | +127.7% | +11.0% | +116.7% | +111.4% |
| 1Y | +144.5% | +12.4% | +132.1% | +122.4% |
| All | +144.5% | +12.6% | +131.9% | +122.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling