+368.6%
ASX vs VEU
+70.2%
+298.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -2.0% | -1.9% |
| 7D | +12.4% | +2.1% | +10.3% | +8.3% |
| 30D | -19.8% | -0.9% | -18.9% | -16.6% |
| 3M | -10.3% | -5.4% | -4.9% | +1.9% |
| 6M | +1.2% | -1.8% | +3.0% | +10.6% |
| YTD | +123.0% | +10.9% | +112.1% | +100.7% |
| 1Y | +145.4% | +13.6% | +131.9% | +112.6% |
| 3Y | +368.6% | +69.3% | +299.4% | +119.8% |
| All | +368.6% | +70.2% | +298.4% | +119.8% |
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