+261.4%
ASX vs VG
-39.3%
+300.7%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -0.7% | +1.7% | -2.4% | -0.8% |
| 30D | +2.0% | +16.0% | -14.0% | +1.0% |
| 3M | -1.3% | +9.7% | -11.1% | -2.1% |
| 6M | +71.4% | +29.6% | +41.9% | +62.8% |
| YTD | +135.3% | +112.0% | +23.3% | +104.1% |
| 1Y | +267.5% | +12.8% | +254.7% | +252.9% |
| All | +261.4% | -39.3% | +300.7% | +276.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling