+2,675.3%
ASX vs VYM
+498.6%
+2,176.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.9% |
| 7D | +12.4% | +3.7% | +8.7% | +8.4% |
| 30D | -19.8% | +3.7% | -23.5% | -22.2% |
| 3M | -10.3% | -0.7% | -9.6% | -8.9% |
| 6M | +1.2% | +7.2% | -6.0% | -4.8% |
| YTD | +123.0% | +16.9% | +106.1% | +92.3% |
| 1Y | +145.4% | +19.6% | +125.8% | +106.8% |
| 3Y | +368.6% | +74.6% | +294.0% | +170.8% |
| 5Y | +486.0% | +72.3% | +413.7% | +248.8% |
| 10Y | +941.0% | +206.5% | +734.5% | +245.2% |
| All | +2,675.3% | +498.6% | +2,176.7% | +359.6% |
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