+54.0%
VEA vs ASX
+482.2%
-428.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.1% | +0.5% |
| 7D | +2.3% | +12.4% | -10.1% | -0.6% |
| 30D | +0.2% | -19.8% | +20.0% | +4.2% |
| 3M | -5.3% | -10.3% | +5.0% | -4.7% |
| 6M | -0.9% | +1.2% | -2.2% | -5.1% |
| YTD | +12.2% | +123.0% | -110.8% | -13.4% |
| 1Y | +16.1% | +145.4% | -129.3% | -12.7% |
| 3Y | +73.0% | +368.6% | -295.6% | +3.2% |
| All | +54.0% | +482.2% | -428.2% | -18.5% |
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