+2,979.8%
ASX vs VSH
+21.1%
+2,958.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +5.7% | +0.7% | +4.1% |
| 7D | -19.9% | -12.9% | -7.0% | -14.8% |
| 30D | -30.9% | -36.9% | +6.0% | -16.4% |
| 3M | -15.1% | -28.8% | +13.7% | -2.7% |
| 6M | -6.5% | -30.3% | +23.8% | +6.9% |
| YTD | +98.4% | +62.4% | +36.1% | +62.6% |
| 1Y | +107.9% | +62.5% | +45.3% | +69.9% |
| 3Y | +325.3% | +7.4% | +317.9% | +288.7% |
| 5Y | +447.3% | +25.4% | +421.9% | +373.2% |
| 10Y | +763.2% | +102.6% | +660.6% | +491.4% |
| All | +2,979.8% | +21.1% | +2,958.7% | +1,348.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling