-6.5%
ASX vs VUG
-3.1%
-3.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.9% | +5.5% | +4.0% |
| 7D | -19.9% | -3.4% | -16.5% | -10.5% |
| 30D | -30.9% | -11.1% | -19.8% | -3.8% |
| 3M | -15.1% | -7.2% | -7.8% | +7.0% |
| 6M | -6.5% | -4.1% | -2.3% | +12.2% |
| All | -6.5% | -3.1% | -3.3% | +12.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling