+146.5%
ASX vs VUG
+4.9%
+141.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.5% | -5.5% | -6.9% |
| 7D | -14.6% | -3.0% | -11.6% | -9.3% |
| 30D | -21.1% | -6.4% | -14.7% | -9.8% |
| 3M | -3.1% | -3.2% | +0.1% | +4.6% |
| 6M | +17.4% | +3.1% | +14.3% | +17.1% |
| YTD | +135.3% | +6.3% | +129.0% | +125.6% |
| 1Y | +146.5% | +5.2% | +141.3% | +139.3% |
| All | +146.5% | +4.9% | +141.6% | +139.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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