+249.2%
ASX vs VIG
+14.9%
+234.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +7.6% |
| 7D | +6.3% | -0.4% | +6.7% | +7.0% |
| 30D | +6.4% | -2.1% | +8.5% | +10.6% |
| 3M | +13.1% | +3.3% | +9.8% | +6.0% |
| 6M | +90.3% | +9.3% | +81.0% | +63.1% |
| YTD | +149.6% | +10.1% | +139.5% | +112.5% |
| 1Y | +249.2% | +14.7% | +234.5% | +189.3% |
| All | +249.2% | +14.9% | +234.3% | +189.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling