+985.8%
ASX vs VYM
+205.6%
+780.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.9% |
| 7D | +12.4% | +3.7% | +8.7% | +8.1% |
| 30D | -19.8% | +3.7% | -23.5% | -22.3% |
| 3M | -10.3% | -0.7% | -9.6% | -8.9% |
| 6M | +1.2% | +7.2% | -6.0% | -5.1% |
| YTD | +123.0% | +16.9% | +106.1% | +90.8% |
| 1Y | +145.4% | +19.6% | +125.8% | +105.0% |
| 3Y | +368.6% | +74.6% | +294.0% | +165.0% |
| 5Y | +486.0% | +72.3% | +413.7% | +241.5% |
| All | +985.8% | +205.6% | +780.1% | +275.0% |
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