+325.3%
ASX vs VOO
+75.5%
+249.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.3% | +6.1% | +5.9% |
| 7D | -19.9% | -2.7% | -17.2% | -14.4% |
| 30D | -30.9% | -5.4% | -25.5% | -21.6% |
| 3M | -15.1% | -4.1% | -11.0% | -5.9% |
| 6M | -6.5% | +0.7% | -7.2% | -2.6% |
| YTD | +98.4% | +8.7% | +89.7% | +84.2% |
| 1Y | +107.9% | +11.0% | +96.9% | +87.1% |
| 3Y | +325.3% | +75.5% | +249.8% | +75.1% |
| All | +325.3% | +75.5% | +249.8% | +75.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling