+2,148.8%
ASX vs VIG
+648.1%
+1,500.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.4% | +6.2% | +5.7% |
| 7D | -12.3% | +0.4% | -12.7% | -12.0% |
| 30D | -26.0% | +4.3% | -30.3% | -29.0% |
| 3M | -8.1% | +2.0% | -10.1% | -9.6% |
| 6M | +1.4% | +10.2% | -8.8% | -8.4% |
| YTD | +115.6% | +14.8% | +100.8% | +86.6% |
| 1Y | +128.0% | +17.5% | +110.6% | +92.3% |
| 3Y | +371.4% | +67.4% | +304.0% | +169.2% |
| 5Y | +469.4% | +63.4% | +406.0% | +240.8% |
| 10Y | +842.6% | +259.9% | +582.8% | +131.6% |
| All | +2,148.8% | +648.1% | +1,500.7% | +101.6% |
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