+267.5%
ASX vs VMC
-8.5%
+276.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.1% |
| 7D | -0.7% | -4.3% | +3.6% | +0.6% |
| 30D | +2.0% | -8.2% | +10.2% | +4.6% |
| 3M | -1.3% | -7.0% | +5.7% | +0.2% |
| 6M | +71.4% | -10.8% | +82.2% | +74.1% |
| YTD | +135.3% | -7.4% | +142.7% | +135.9% |
| 1Y | +267.5% | -9.5% | +277.0% | +263.2% |
| All | +267.5% | -8.5% | +276.0% | +263.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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