+486.8%
ASX vs VMC
+42.8%
+444.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.5% | -1.8% |
| 7D | +12.4% | -1.3% | +13.7% | +13.2% |
| 30D | -19.8% | +15.5% | -35.3% | -25.5% |
| 3M | -10.3% | +0.6% | -10.9% | -10.7% |
| 6M | +1.2% | +2.1% | -0.8% | -1.1% |
| YTD | +123.0% | -1.6% | +124.6% | +119.9% |
| 1Y | +145.4% | -1.2% | +146.6% | +141.4% |
| 3Y | +368.6% | +35.3% | +333.3% | +266.9% |
| All | +486.8% | +42.8% | +444.0% | +310.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling