+392.6%
ASX vs VSH
+24.4%
+368.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.4% | -4.2% | -1.8% |
| 7D | -0.7% | +4.1% | -4.8% | -2.7% |
| 30D | +2.0% | -4.2% | +6.1% | +3.5% |
| 3M | -1.3% | -50.0% | +48.6% | +32.5% |
| 6M | +71.4% | +80.2% | -8.7% | +31.5% |
| YTD | +135.3% | +121.1% | +14.2% | +64.2% |
| 1Y | +267.5% | +112.0% | +155.5% | +159.2% |
| All | +392.6% | +24.4% | +368.2% | +335.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling