+3,947.4%
ASX vs VWO
+328.1%
+3,619.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.4% |
| 7D | -0.7% | +1.1% | -1.8% | -1.6% |
| 30D | +2.0% | +2.4% | -0.4% | 0.0% |
| 3M | -1.3% | +2.0% | -3.3% | -1.4% |
| 6M | +71.4% | +10.7% | +60.8% | +61.1% |
| YTD | +135.3% | +14.4% | +120.9% | +116.0% |
| 1Y | +267.5% | +22.7% | +244.8% | +219.7% |
| 3Y | +388.5% | +64.2% | +324.3% | +240.8% |
| 5Y | +417.1% | +35.8% | +381.3% | +328.2% |
| 10Y | +872.7% | +114.7% | +758.0% | +482.5% |
| All | +3,947.4% | +328.1% | +3,619.3% | +1,296.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling