+498.2%
ASX vs VO
+37.2%
+461.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.2% | -2.8% |
| 7D | +22.1% | +2.9% | +19.2% | +17.7% |
| 30D | -23.8% | +1.0% | -24.8% | -23.7% |
| 3M | -7.6% | -1.7% | -5.9% | -4.0% |
| 6M | +6.9% | +6.7% | +0.2% | +1.1% |
| YTD | +127.7% | +14.0% | +113.7% | +99.3% |
| 1Y | +144.5% | +13.7% | +130.8% | +114.8% |
| 3Y | +377.8% | +65.8% | +312.0% | +167.4% |
| 5Y | +498.2% | +36.6% | +461.6% | +310.9% |
| All | +498.2% | +37.2% | +461.1% | +310.9% |
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