+186.4%
ASX vs VG
-51.4%
+237.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -4.0% | -16.8% | -20.5% |
| 7D | -33.3% | -22.0% | -11.3% | -32.3% |
| 30D | -36.5% | -14.7% | -21.7% | -35.8% |
| 3M | -19.2% | -7.1% | -12.1% | -18.9% |
| 6M | -10.2% | -11.2% | +0.9% | -10.2% |
| YTD | +86.5% | +69.8% | +16.6% | +63.8% |
| 1Y | +89.6% | +49.9% | +39.8% | +69.4% |
| All | +186.4% | -51.4% | +237.8% | +201.9% |
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