+1,007.5%
ASX vs VFC
-47.4%
+1,054.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.5% | +7.1% | +6.7% |
| 7D | +0.8% | -1.4% | +2.2% | +1.4% |
| 30D | -20.4% | +30.7% | -51.1% | -26.2% |
| 3M | -2.1% | +40.6% | -42.8% | -11.2% |
| 6M | +8.2% | +16.5% | -8.3% | +2.7% |
| YTD | +137.3% | +16.2% | +121.1% | +123.6% |
| 1Y | +155.0% | +42.4% | +112.6% | +126.1% |
| 3Y | +397.9% | +48.1% | +349.9% | +287.1% |
| 5Y | +529.2% | -67.8% | +597.1% | +741.5% |
| 10Y | +1,007.5% | -48.5% | +1,056.0% | +1,219.9% |
| All | +1,007.5% | -47.4% | +1,054.9% | +1,219.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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