+2,828.4%
ASX vs VYM
+492.8%
+2,335.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | -0.7% | 0.0% | -0.7% | -0.7% |
| 30D | +2.0% | -0.5% | +2.5% | +2.5% |
| 3M | -1.3% | +3.0% | -4.4% | -4.0% |
| 6M | +71.4% | +8.2% | +63.2% | +58.8% |
| YTD | +135.3% | +15.8% | +119.5% | +103.3% |
| 1Y | +267.5% | +20.8% | +246.6% | +203.9% |
| 3Y | +388.5% | +65.3% | +323.2% | +196.4% |
| 5Y | +417.1% | +76.6% | +340.5% | +198.1% |
| 10Y | +872.7% | +203.9% | +668.8% | +222.8% |
| All | +2,828.4% | +492.8% | +2,335.5% | +385.9% |
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