+204.8%
ASX vs VG
-51.4%
+256.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.1% | +6.3% | +6.4% |
| 7D | -19.9% | -22.0% | +2.1% | -18.7% |
| 30D | -30.9% | -11.6% | -19.2% | -30.3% |
| 3M | -15.1% | -14.9% | -0.2% | -14.3% |
| 6M | -6.5% | -3.5% | -2.9% | -7.1% |
| YTD | +98.4% | +70.0% | +28.5% | +74.3% |
| 1Y | +107.9% | +50.0% | +57.9% | +85.6% |
| All | +204.8% | -51.4% | +256.1% | +221.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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