+258.8%
ASX vs VWO
+16.3%
+242.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -2.4% |
| 7D | +5.2% | -1.8% | +7.0% | +9.2% |
| 30D | +0.5% | -0.1% | +0.6% | +0.8% |
| 3M | +8.3% | +2.2% | +6.1% | +5.7% |
| 6M | +82.0% | +8.8% | +73.3% | +63.2% |
| YTD | +147.6% | +12.4% | +135.2% | +111.0% |
| 1Y | +258.8% | +15.6% | +243.3% | +191.0% |
| All | +258.8% | +16.3% | +242.5% | +191.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling