+2,830.9%
ASX vs VO
+827.2%
+2,003.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.4% |
| 7D | -0.7% | -0.3% | -0.4% | -0.5% |
| 30D | +2.0% | -0.3% | +2.3% | +2.4% |
| 3M | -1.3% | +2.9% | -4.3% | -3.3% |
| 6M | +71.4% | +9.3% | +62.1% | +59.1% |
| YTD | +135.3% | +14.2% | +121.1% | +109.2% |
| 1Y | +267.5% | +15.3% | +252.2% | +223.8% |
| 3Y | +388.5% | +56.2% | +332.2% | +223.7% |
| 5Y | +417.1% | +42.4% | +374.7% | +281.1% |
| 10Y | +872.7% | +194.7% | +678.0% | +258.2% |
| All | +2,830.9% | +827.2% | +2,003.7% | +203.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling