+913.4%
ASX vs VIG
+240.3%
+673.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +7.0% |
| 7D | +6.3% | -0.4% | +6.7% | +6.8% |
| 30D | +6.4% | -2.1% | +8.5% | +9.0% |
| 3M | +13.1% | +3.3% | +9.8% | +9.0% |
| 6M | +90.3% | +9.3% | +81.0% | +72.4% |
| YTD | +149.6% | +10.1% | +139.5% | +124.3% |
| 1Y | +249.2% | +14.7% | +234.5% | +199.2% |
| 3Y | +445.9% | +56.9% | +389.0% | +231.8% |
| 5Y | +477.7% | +62.9% | +414.8% | +243.1% |
| 10Y | +913.4% | +241.3% | +672.1% | +196.7% |
| All | +913.4% | +240.3% | +673.1% | +196.7% |
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