+953.3%
ASX vs VYM
+209.2%
+744.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.7% |
| 7D | +5.2% | -0.8% | +6.0% | +6.1% |
| 30D | +0.5% | -2.2% | +2.7% | +3.0% |
| 3M | +8.3% | +3.1% | +5.3% | +4.8% |
| 6M | +82.0% | +9.7% | +72.3% | +65.3% |
| YTD | +147.6% | +14.9% | +132.7% | +114.1% |
| 1Y | +258.8% | +17.6% | +241.3% | +202.8% |
| 3Y | +452.1% | +65.3% | +386.7% | +228.4% |
| 5Y | +441.7% | +78.7% | +363.0% | +203.4% |
| All | +953.3% | +209.2% | +744.1% | +265.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling