+432.3%
ASX vs VSH
+64.7%
+367.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.4% | -4.2% | -2.1% |
| 7D | -0.7% | +4.1% | -4.8% | -2.9% |
| 30D | +2.0% | -4.2% | +6.1% | +3.6% |
| 3M | -1.3% | -50.0% | +48.6% | +37.7% |
| 6M | +71.4% | +80.2% | -8.7% | +22.7% |
| YTD | +135.3% | +121.1% | +14.2% | +50.0% |
| 1Y | +267.5% | +112.0% | +155.5% | +136.8% |
| 3Y | +388.5% | +22.5% | +366.0% | +321.7% |
| All | +432.3% | +64.7% | +367.6% | +250.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling