+953.3%
ASX vs VYM
+207.5%
+745.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.1% |
| 7D | +5.2% | -1.3% | +6.6% | +6.8% |
| 30D | +0.5% | -2.8% | +3.3% | +3.6% |
| 3M | +8.3% | +2.5% | +5.8% | +5.5% |
| 6M | +82.0% | +9.1% | +72.9% | +66.3% |
| YTD | +147.6% | +14.3% | +133.4% | +115.5% |
| 1Y | +258.8% | +16.9% | +241.9% | +204.7% |
| 3Y | +452.1% | +64.4% | +387.7% | +230.5% |
| 5Y | +441.7% | +77.7% | +364.0% | +205.4% |
| All | +953.3% | +207.5% | +745.8% | +268.1% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling