+444.2%
V vs ASX
+849.3%
-405.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.6% | -8.7% | -1.7% |
| 7D | -0.8% | -12.3% | +11.5% | +1.1% |
| 30D | +9.5% | -26.0% | +35.5% | +14.7% |
| 3M | +16.7% | -8.1% | +24.8% | +16.3% |
| 6M | +32.9% | +1.4% | +31.6% | +26.0% |
| YTD | +21.1% | +115.6% | -94.5% | -6.0% |
| 1Y | +26.6% | +128.0% | -101.4% | -3.3% |
| 3Y | +78.4% | +371.4% | -293.0% | +5.6% |
| 5Y | +105.5% | +469.4% | -363.9% | +10.6% |
| 10Y | +444.2% | +842.6% | -398.4% | +115.1% |
| All | +444.2% | +849.3% | -405.1% | +115.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling