+2,371.5%
ASX vs VUG
+1,157.1%
+1,214.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.9% | +5.5% | +5.4% |
| 7D | -19.9% | -3.4% | -16.5% | -15.9% |
| 30D | -30.9% | -11.1% | -19.8% | -19.9% |
| 3M | -15.1% | -7.2% | -7.8% | -5.8% |
| 6M | -6.5% | -4.1% | -2.3% | +1.8% |
| YTD | +98.4% | +1.4% | +97.1% | +104.3% |
| 1Y | +107.9% | +1.9% | +106.0% | +112.9% |
| 3Y | +325.3% | +77.7% | +247.5% | +148.0% |
| 5Y | +447.3% | +57.6% | +389.7% | +261.6% |
| 10Y | +763.2% | +398.6% | +364.6% | +65.2% |
| All | +2,371.5% | +1,157.1% | +1,214.4% | +56.2% |
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 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