+842.6%
ASX vs VUG
+405.9%
+436.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.8% | +5.9% | +5.6% |
| 7D | -12.3% | +0.5% | -12.8% | -11.7% |
| 30D | -26.0% | -8.2% | -17.8% | -17.2% |
| 3M | -8.1% | -5.4% | -2.7% | -0.1% |
| 6M | +1.4% | -2.5% | +3.9% | +8.5% |
| YTD | +115.6% | +4.2% | +111.4% | +116.1% |
| 1Y | +128.0% | +5.0% | +123.0% | +126.8% |
| 3Y | +371.4% | +81.7% | +289.7% | +177.1% |
| 5Y | +469.4% | +62.5% | +406.9% | +271.7% |
| 10Y | +842.6% | +396.3% | +446.3% | +104.7% |
| All | +842.6% | +405.9% | +436.8% | +104.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling