+858.4%
ASX vs VO
+194.4%
+664.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.4% |
| 7D | -0.7% | -0.3% | -0.4% | -0.4% |
| 30D | +2.0% | -0.3% | +2.3% | +2.5% |
| 3M | -1.3% | +2.9% | -4.3% | -3.5% |
| 6M | +71.4% | +9.3% | +62.1% | +57.9% |
| YTD | +135.3% | +14.2% | +121.1% | +107.0% |
| 1Y | +267.5% | +15.3% | +252.2% | +220.0% |
| 3Y | +388.5% | +56.2% | +332.2% | +212.9% |
| 5Y | +417.1% | +42.4% | +374.7% | +268.0% |
| All | +858.4% | +194.4% | +664.0% | +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