+325.3%
ASX vs VIG
+62.5%
+262.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.4% | +6.8% | +7.1% |
| 7D | -19.9% | -1.8% | -18.1% | -16.5% |
| 30D | -30.9% | +2.7% | -33.6% | -33.1% |
| 3M | -15.1% | 0.0% | -15.1% | -14.2% |
| 6M | -6.5% | +6.8% | -13.2% | -14.5% |
| YTD | +98.4% | +12.1% | +86.4% | +68.6% |
| 1Y | +107.9% | +14.8% | +93.0% | +70.1% |
| 3Y | +325.3% | +62.4% | +262.9% | +84.5% |
| All | +325.3% | +62.5% | +262.8% | +84.5% |
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