+158.3%
VEA vs ASX
+974.7%
-816.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.3% | +2.0% | -0.4% |
| 7D | -2.1% | +6.5% | -8.6% | -3.7% |
| 30D | -1.1% | +3.1% | -4.2% | -2.1% |
| 3M | +5.1% | +17.4% | -12.3% | -0.7% |
| 6M | +9.8% | +85.4% | -75.7% | -8.7% |
| YTD | +15.9% | +150.1% | -134.1% | -11.2% |
| 1Y | +24.6% | +256.3% | -231.7% | -13.6% |
| 3Y | +75.5% | +446.9% | -371.3% | +4.9% |
| 5Y | +59.4% | +447.1% | -387.7% | -8.0% |
| All | +158.3% | +974.7% | -816.4% | +13.4% |
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