+249.2%
ASX vs VUG
+14.2%
+235.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +6.7% |
| 7D | +6.3% | +0.9% | +5.4% | +4.6% |
| 30D | +6.4% | -1.4% | +7.9% | +9.2% |
| 3M | +13.1% | +2.3% | +10.8% | +9.8% |
| 6M | +90.3% | +15.7% | +74.6% | +59.2% |
| YTD | +149.6% | +8.6% | +141.0% | +127.0% |
| 1Y | +249.2% | +14.1% | +235.1% | +203.0% |
| All | +249.2% | +14.2% | +235.0% | +203.0% |
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