+139.2%
ASX vs VSH
+87.0%
+52.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.4% | +1.8% | +2.4% |
| 7D | -9.1% | -1.6% | -7.6% | -7.7% |
| 30D | -23.6% | -21.3% | -2.3% | -13.1% |
| 3M | -5.6% | -18.9% | +13.3% | +5.1% |
| 6M | +4.7% | -21.4% | +26.1% | +18.8% |
| YTD | +122.6% | +86.8% | +35.7% | +74.2% |
| All | +139.2% | +87.0% | +52.2% | +86.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling