+1,008.4%
ASX vs VIG
+262.6%
+745.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +22.1% | +3.1% | +19.0% | +17.8% |
| 30D | -23.8% | +5.0% | -28.8% | -27.6% |
| 3M | -7.6% | +2.7% | -10.3% | -9.9% |
| 6M | +6.9% | +11.0% | -4.0% | -4.4% |
| YTD | +127.7% | +16.0% | +111.7% | +93.9% |
| 1Y | +144.5% | +16.3% | +128.3% | +107.9% |
| 3Y | +377.8% | +66.8% | +311.0% | +171.9% |
| 5Y | +498.2% | +64.8% | +433.5% | +250.6% |
| All | +1,008.4% | +262.6% | +745.8% | +218.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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