+368.6%
ASX vs VIG
+67.2%
+301.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.1% |
| 7D | +12.4% | +3.5% | +8.9% | +6.2% |
| 30D | -19.8% | +4.9% | -24.7% | -25.1% |
| 3M | -10.3% | +2.5% | -12.8% | -13.0% |
| 6M | +1.2% | +11.0% | -9.8% | -13.3% |
| YTD | +123.0% | +16.0% | +107.1% | +79.1% |
| 1Y | +145.4% | +17.5% | +127.9% | +93.2% |
| 3Y | +368.6% | +67.0% | +301.6% | +100.2% |
| All | +368.6% | +67.2% | +301.4% | +100.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling