+963.7%
ASX vs VWO
+115.6%
+848.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.7% | -1.4% |
| 7D | +6.5% | -1.7% | +8.2% | +8.8% |
| 30D | +3.1% | -0.3% | +3.4% | +3.7% |
| 3M | +17.4% | +4.0% | +13.4% | +14.0% |
| 6M | +85.4% | +8.1% | +77.3% | +74.0% |
| YTD | +150.1% | +11.6% | +138.4% | +127.3% |
| 1Y | +256.3% | +16.2% | +240.1% | +210.3% |
| 3Y | +446.9% | +63.3% | +383.6% | +229.5% |
| 5Y | +447.1% | +33.4% | +413.7% | +315.4% |
| All | +963.7% | +115.6% | +848.0% | +414.7% |
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