+432.3%
ASX vs VO
+42.6%
+389.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.5% |
| 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% | -4.0% |
| 6M | +71.4% | +9.3% | +62.1% | +55.5% |
| YTD | +135.3% | +14.2% | +121.1% | +102.3% |
| 1Y | +267.5% | +15.3% | +252.2% | +212.1% |
| 3Y | +388.5% | +56.2% | +332.2% | +188.4% |
| All | +432.3% | +42.6% | +389.7% | +251.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling