+2,354.9%
ASX vs VIG
+623.5%
+1,731.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.8% |
| 7D | -0.7% | -0.4% | -0.3% | -0.2% |
| 30D | +2.0% | -1.0% | +3.0% | +3.1% |
| 3M | -1.3% | +2.8% | -4.1% | -4.0% |
| 6M | +71.4% | +8.2% | +63.2% | +57.7% |
| YTD | +135.3% | +11.0% | +124.3% | +110.2% |
| 1Y | +267.5% | +16.1% | +251.3% | +211.9% |
| 3Y | +388.5% | +56.2% | +332.3% | +200.3% |
| 5Y | +417.1% | +63.0% | +354.1% | +208.8% |
| 10Y | +872.7% | +241.4% | +631.3% | +152.1% |
| All | +2,354.9% | +623.5% | +1,731.4% | +127.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling