+62.1%
VEA vs ASX
+472.4%
-410.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.1% | -6.5% | -1.9% |
| 7D | +1.9% | +6.3% | -4.4% | +0.3% |
| 30D | +0.8% | +6.4% | -5.7% | -1.0% |
| 3M | +5.7% | +13.1% | -7.5% | +1.0% |
| 6M | +13.3% | +90.3% | -77.0% | -6.3% |
| YTD | +18.4% | +149.6% | -131.2% | -9.1% |
| 1Y | +27.0% | +249.2% | -222.2% | -11.4% |
| 3Y | +79.3% | +445.9% | -366.6% | +5.7% |
| 5Y | +62.1% | +477.7% | -415.6% | -11.4% |
| All | +62.1% | +472.4% | -410.3% | -11.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling