+398.5%
ASX vs VUG
+80.4%
+318.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.7% | +4.9% | +4.1% |
| 7D | +0.8% | -1.1% | +1.9% | +4.2% |
| 30D | -20.4% | -7.0% | -13.4% | -9.6% |
| 3M | -2.1% | -3.7% | +1.6% | +6.3% |
| 6M | +8.2% | -1.6% | +9.8% | +16.1% |
| YTD | +137.3% | +5.1% | +132.1% | +135.1% |
| 1Y | +155.0% | +3.8% | +151.3% | +157.0% |
| All | +398.5% | +80.4% | +318.2% | +151.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling