+2,830.9%
ASX vs VUG
+1,251.8%
+1,579.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.7% |
| 7D | -0.7% | -0.1% | -0.6% | -0.6% |
| 30D | +2.0% | -0.3% | +2.3% | +2.4% |
| 3M | -1.3% | -0.7% | -0.6% | +0.9% |
| 6M | +71.4% | +14.6% | +56.8% | +51.5% |
| YTD | +135.3% | +9.0% | +126.3% | +119.2% |
| 1Y | +267.5% | +14.9% | +252.6% | +225.1% |
| 3Y | +388.5% | +86.0% | +302.4% | +165.1% |
| 5Y | +417.1% | +76.7% | +340.4% | +196.4% |
| 10Y | +872.7% | +411.3% | +461.4% | +77.4% |
| All | +2,830.9% | +1,251.8% | +1,579.1% | +67.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling