+146.5%
ASX vs VYM
+21.8%
+124.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.2% | -5.2% | -6.0% |
| 7D | -14.6% | +1.2% | -15.7% | -16.2% |
| 30D | -21.1% | +5.2% | -26.3% | -28.1% |
| 3M | -3.1% | +0.5% | -3.6% | -3.8% |
| 6M | +17.4% | +7.7% | +9.7% | +3.5% |
| YTD | +135.3% | +17.2% | +118.1% | +84.2% |
| 1Y | +146.5% | +21.7% | +124.8% | +84.3% |
| All | +146.5% | +21.8% | +124.7% | +84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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