+985.8%
ASX vs VWO
+111.9%
+873.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -2.0% | -1.9% |
| 7D | +12.4% | +2.0% | +10.4% | +9.9% |
| 30D | -19.8% | -4.3% | -15.5% | -13.7% |
| 3M | -10.3% | -6.4% | -3.9% | -0.3% |
| 6M | +1.2% | -5.6% | +6.9% | +14.0% |
| YTD | +123.0% | +5.2% | +117.8% | +123.0% |
| 1Y | +145.4% | +5.2% | +140.3% | +145.7% |
| 3Y | +368.6% | +55.5% | +313.1% | +205.7% |
| 5Y | +486.0% | +25.6% | +460.4% | +388.6% |
| All | +985.8% | +111.9% | +873.9% | +446.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 10y: compounded portfolio wealth divided by compounded VWO 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…
10y analysis · Full analysis span regression · 6 months rolling