+498.2%
ASX vs VUG
+65.5%
+432.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.7% |
| 7D | +22.1% | +4.4% | +17.7% | +16.1% |
| 30D | -23.8% | -7.3% | -16.4% | -14.5% |
| 3M | -7.6% | -4.2% | -3.4% | -0.1% |
| 6M | +6.9% | -1.6% | +8.5% | +13.8% |
| YTD | +127.7% | +4.9% | +122.8% | +126.5% |
| 1Y | +144.5% | +3.8% | +140.7% | +146.3% |
| 3Y | +377.8% | +79.4% | +298.4% | +173.9% |
| 5Y | +498.2% | +63.9% | +434.3% | +264.2% |
| All | +498.2% | +65.5% | +432.8% | +264.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling