+985.8%
ASX vs VGT
+716.3%
+269.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.4% | -0.3% |
| 7D | +12.4% | +2.5% | +9.9% | +9.9% |
| 30D | -19.8% | -9.5% | -10.3% | -9.2% |
| 3M | -10.3% | -9.5% | -0.8% | +2.0% |
| 6M | +1.2% | -1.8% | +3.0% | +8.9% |
| YTD | +123.0% | +18.4% | +104.6% | +102.3% |
| 1Y | +145.4% | +18.7% | +126.7% | +122.2% |
| 3Y | +368.6% | +103.8% | +264.8% | +165.1% |
| 5Y | +486.0% | +104.4% | +381.7% | +229.4% |
| All | +985.8% | +716.3% | +269.5% | +116.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 10y: compounded portfolio wealth divided by compounded VGT 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…
10y analysis · Full analysis span regression · 6 months rolling