+2,852.6%
ASX vs VYM
+498.9%
+2,353.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.9% | +5.7% | +5.6% |
| 7D | +0.8% | -0.2% | +1.0% | +1.9% |
| 30D | -20.4% | +3.6% | -24.0% | -22.7% |
| 3M | -2.1% | -0.1% | -2.0% | -1.2% |
| 6M | +8.2% | +7.1% | +1.1% | +1.8% |
| YTD | +137.3% | +17.0% | +120.3% | +104.5% |
| 1Y | +155.0% | +19.0% | +136.0% | +116.1% |
| 3Y | +397.9% | +74.4% | +323.5% | +188.0% |
| 5Y | +529.2% | +72.7% | +456.6% | +273.8% |
| 10Y | +1,007.5% | +206.6% | +800.9% | +267.1% |
| All | +2,852.6% | +498.9% | +2,353.7% | +388.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling