+476.3%
ASX vs VYM
+64.8%
+411.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.1% | +4.3% |
| 7D | +11.1% | -1.0% | +12.1% | +12.7% |
| 30D | +9.6% | -2.0% | +11.6% | +12.9% |
| 3M | +18.6% | +3.1% | +15.6% | +13.6% |
| 6M | +92.1% | +8.9% | +83.2% | +70.8% |
| YTD | +158.5% | +14.7% | +143.7% | +114.2% |
| 1Y | +271.9% | +19.4% | +252.5% | +191.2% |
| All | +476.3% | +64.8% | +411.4% | +197.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling