+748.4%
ASX vs VSH
+95.6%
+652.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +5.7% | +0.7% | +3.6% |
| 7D | -19.9% | -12.9% | -7.0% | -13.6% |
| 30D | -30.9% | -36.9% | +6.0% | -13.0% |
| 3M | -15.1% | -28.8% | +13.7% | 0.0% |
| 6M | -6.5% | -30.3% | +23.8% | +9.4% |
| YTD | +98.4% | +62.4% | +36.1% | +54.4% |
| 1Y | +107.9% | +62.5% | +45.3% | +61.3% |
| 3Y | +325.3% | +7.4% | +317.9% | +277.9% |
| 5Y | +447.3% | +25.4% | +421.9% | +349.2% |
| All | +748.4% | +95.6% | +652.8% | +544.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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