+432.3%
ASX vs VFC
-79.1%
+511.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.1% | -0.3% |
| 7D | -0.7% | -1.6% | +0.9% | -0.4% |
| 30D | +2.0% | -11.6% | +13.6% | +4.8% |
| 3M | -1.3% | -18.1% | +16.8% | +2.7% |
| 6M | +71.4% | -27.4% | +98.8% | +82.9% |
| YTD | +135.3% | -24.8% | +160.1% | +148.2% |
| 1Y | +267.5% | -8.2% | +275.7% | +266.7% |
| 3Y | +388.5% | -29.1% | +417.6% | +383.5% |
| All | +432.3% | -79.1% | +511.4% | +757.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling