+887.2%
ASX vs VO
+197.4%
+689.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | -9.1% | -0.2% | -9.0% | -8.1% |
| 30D | -23.6% | +0.5% | -24.1% | -23.1% |
| 3M | -5.6% | -1.1% | -4.5% | -3.2% |
| 6M | +4.7% | +6.4% | -1.7% | +0.1% |
| YTD | +122.6% | +13.5% | +109.0% | +99.3% |
| 1Y | +133.0% | +13.6% | +119.4% | +108.7% |
| 3Y | +367.1% | +65.2% | +301.9% | +185.4% |
| 5Y | +504.7% | +37.7% | +467.0% | +349.2% |
| 10Y | +887.2% | +198.4% | +688.8% | +281.7% |
| All | +887.2% | +197.4% | +689.9% | +281.7% |
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