+985.8%
ASX vs VO
+197.6%
+788.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.1% | -2.1% |
| 7D | +12.4% | +3.1% | +9.3% | +8.8% |
| 30D | -19.8% | +2.2% | -22.0% | -20.8% |
| 3M | -10.3% | -2.5% | -7.8% | -6.5% |
| 6M | +1.2% | +7.0% | -5.7% | -3.7% |
| YTD | +123.0% | +14.0% | +109.0% | +99.0% |
| 1Y | +145.4% | +15.6% | +129.8% | +115.7% |
| 3Y | +368.6% | +66.2% | +302.4% | +184.5% |
| 5Y | +486.0% | +36.6% | +449.4% | +338.7% |
| All | +985.8% | +197.6% | +788.1% | +306.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling