+325.3%
ASX vs VEU
+64.7%
+260.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.2% | +6.2% | +6.1% |
| 7D | -19.9% | -1.6% | -18.3% | -16.3% |
| 30D | -30.9% | -4.3% | -26.5% | -23.3% |
| 3M | -15.1% | -5.8% | -9.2% | -2.7% |
| 6M | -6.5% | -4.4% | -2.1% | +7.1% |
| YTD | +98.4% | +8.7% | +89.8% | +85.3% |
| 1Y | +107.9% | +12.6% | +95.2% | +82.9% |
| 3Y | +325.3% | +65.2% | +260.0% | +105.3% |
| All | +325.3% | +64.7% | +260.6% | +105.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling