+3,552.3%
ASX vs VFC
+363.7%
+3,188.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.1% | -0.5% |
| 7D | -0.7% | -1.6% | +0.9% | -0.2% |
| 30D | +2.0% | -11.6% | +13.6% | +5.9% |
| 3M | -1.3% | -18.1% | +16.8% | +4.2% |
| 6M | +71.4% | -27.4% | +98.8% | +87.7% |
| YTD | +135.3% | -24.8% | +160.1% | +153.1% |
| 1Y | +267.5% | -8.2% | +275.7% | +264.3% |
| 3Y | +388.5% | -29.1% | +417.6% | +357.0% |
| 5Y | +417.1% | -79.2% | +496.3% | +656.5% |
| 10Y | +872.7% | -68.1% | +940.8% | +1,014.6% |
| All | +3,552.3% | +363.7% | +3,188.6% | +1,369.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling