+325.3%
ASX vs VO
+60.2%
+265.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.1% | +6.6% | +6.7% |
| 7D | -19.9% | -2.6% | -17.4% | -15.5% |
| 30D | -30.9% | -0.9% | -29.9% | -28.7% |
| 3M | -15.1% | -3.0% | -12.1% | -9.4% |
| 6M | -6.5% | +2.2% | -8.7% | -6.4% |
| YTD | +98.4% | +10.6% | +87.9% | +79.3% |
| 1Y | +107.9% | +12.5% | +95.3% | +83.5% |
| 3Y | +325.3% | +61.4% | +263.9% | +129.0% |
| All | +325.3% | +60.2% | +265.1% | +129.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling