+842.6%
ASX vs VO
+206.8%
+635.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.7% | +5.9% | +5.5% |
| 7D | -12.3% | -0.1% | -12.1% | -11.3% |
| 30D | -26.0% | +0.5% | -26.5% | -25.6% |
| 3M | -8.1% | -1.0% | -7.1% | -5.8% |
| 6M | +1.4% | +6.4% | -5.0% | -3.1% |
| YTD | +115.6% | +13.6% | +102.0% | +93.0% |
| 1Y | +128.0% | +14.5% | +113.6% | +102.5% |
| 3Y | +371.4% | +67.2% | +304.2% | +184.5% |
| 5Y | +469.4% | +36.1% | +433.3% | +328.0% |
| 10Y | +842.6% | +199.3% | +643.3% | +264.6% |
| All | +842.6% | +206.8% | +635.8% | +264.6% |
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