+498.2%
ASX vs VWO
+25.9%
+472.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.7% | -1.9% |
| 7D | +22.1% | +4.0% | +18.1% | +15.2% |
| 30D | -23.8% | -5.4% | -18.3% | -15.1% |
| 3M | -7.6% | -6.4% | -1.2% | +4.9% |
| 6M | +6.9% | -4.7% | +11.6% | +21.2% |
| YTD | +127.7% | +5.3% | +122.4% | +127.3% |
| 1Y | +144.5% | +4.3% | +140.2% | +147.4% |
| 3Y | +377.8% | +55.9% | +321.9% | +188.3% |
| 5Y | +498.2% | +25.7% | +472.5% | +362.2% |
| All | +498.2% | +25.9% | +472.3% | +362.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling