+1,007.5%
ASX vs VSH
+141.4%
+866.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +8.8% | -2.2% | +2.2% |
| 7D | +0.8% | +12.8% | -11.9% | -4.2% |
| 30D | -20.4% | -9.0% | -11.4% | -16.0% |
| 3M | -2.1% | -12.2% | +10.0% | +4.2% |
| 6M | +8.2% | -15.9% | +24.1% | +15.1% |
| YTD | +137.3% | +103.2% | +34.0% | +64.9% |
| 1Y | +155.0% | +108.4% | +46.6% | +74.6% |
| 3Y | +397.9% | +41.6% | +356.4% | +285.5% |
| 5Y | +529.2% | +54.6% | +474.7% | +364.1% |
| 10Y | +1,007.5% | +138.2% | +869.3% | +626.4% |
| All | +1,007.5% | +141.4% | +866.1% | +626.4% |
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