+2,148.8%
ASX vs VEU
+176.1%
+1,972.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.8% | +5.8% | +5.6% |
| 7D | -12.3% | +0.8% | -13.0% | -12.2% |
| 30D | -26.0% | -1.6% | -24.4% | -23.7% |
| 3M | -8.1% | -4.2% | -3.9% | -2.2% |
| 6M | +1.4% | -1.5% | +2.9% | +7.0% |
| YTD | +115.6% | +11.7% | +103.9% | +100.9% |
| 1Y | +128.0% | +15.6% | +112.4% | +105.3% |
| 3Y | +371.4% | +71.7% | +299.7% | +191.3% |
| 5Y | +469.4% | +49.5% | +419.9% | +314.0% |
| 10Y | +842.6% | +145.6% | +697.0% | +343.8% |
| All | +2,148.8% | +176.1% | +1,972.7% | +838.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling