+146.5%
ASX vs VMC
+3.7%
+142.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.6% | -8.5% | -4.8% |
| 7D | -14.6% | +12.3% | -26.9% | -16.7% |
| 30D | -21.1% | +21.2% | -42.3% | -24.5% |
| 3M | -3.1% | +4.6% | -7.7% | -3.0% |
| 6M | +17.4% | +3.9% | +13.5% | +16.5% |
| YTD | +135.3% | +5.0% | +130.4% | +124.7% |
| 1Y | +146.5% | +2.6% | +143.9% | +137.9% |
| All | +146.5% | +3.7% | +142.8% | +137.9% |
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