+2,630.2%
ASX vs VOO
+817.1%
+1,813.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.7% |
| 7D | -0.7% | +0.1% | -0.8% | -0.9% |
| 30D | +2.0% | +0.1% | +1.9% | +2.0% |
| 3M | -1.3% | +2.0% | -3.3% | -2.2% |
| 6M | +71.4% | +13.0% | +58.4% | +52.3% |
| YTD | +135.3% | +13.6% | +121.7% | +108.3% |
| 1Y | +267.5% | +20.1% | +247.4% | +206.7% |
| 3Y | +388.5% | +77.6% | +310.9% | +173.5% |
| 5Y | +417.1% | +82.4% | +334.7% | +187.1% |
| 10Y | +872.7% | +316.8% | +555.9% | +143.6% |
| All | +2,630.2% | +817.1% | +1,813.1% | +226.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling