+913.4%
ASX vs VOO
+314.0%
+599.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.6% | +6.8% |
| 7D | +6.3% | +0.5% | +5.8% | +5.5% |
| 30D | +6.4% | -0.9% | +7.4% | +7.7% |
| 3M | +13.1% | +3.9% | +9.3% | +9.2% |
| 6M | +90.3% | +14.5% | +75.8% | +65.0% |
| YTD | +149.6% | +13.0% | +136.7% | +120.5% |
| 1Y | +249.2% | +19.4% | +229.7% | +189.8% |
| 3Y | +445.9% | +78.9% | +367.0% | +193.0% |
| 5Y | +477.7% | +82.3% | +395.5% | +209.3% |
| 10Y | +913.4% | +314.2% | +599.2% | +149.5% |
| All | +913.4% | +314.0% | +599.4% | +149.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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