+256.3%
ASX vs VYM
+18.5%
+237.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.7% | -2.3% |
| 7D | +6.5% | -1.9% | +8.3% | +9.9% |
| 30D | +3.1% | -2.6% | +5.7% | +7.9% |
| 3M | +17.4% | +3.6% | +13.8% | +10.6% |
| 6M | +85.4% | +8.7% | +76.8% | +63.2% |
| YTD | +150.1% | +14.1% | +135.9% | +110.2% |
| 1Y | +256.3% | +17.8% | +238.5% | +190.4% |
| All | +256.3% | +18.5% | +237.8% | +190.4% |
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