+415.3%
ASX vs VOO
+67.9%
+347.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.3% | +6.1% | +5.9% |
| 7D | -19.9% | -2.7% | -17.2% | -15.3% |
| 30D | -30.9% | -5.4% | -25.5% | -23.1% |
| 3M | -15.1% | -4.1% | -11.0% | -7.3% |
| 6M | -6.5% | +0.7% | -7.2% | -3.3% |
| YTD | +98.4% | +8.7% | +89.7% | +85.0% |
| 1Y | +107.9% | +11.0% | +96.9% | +88.5% |
| 3Y | +325.3% | +75.5% | +249.8% | +110.3% |
| All | +415.3% | +67.9% | +347.4% | +175.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling