+173.7%
VEA vs ASX
+2,056.6%
-1,882.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | +1.0% | -0.7% | +1.7% | +1.1% |
| 30D | +1.9% | +2.0% | 0.0% | +1.2% |
| 3M | +3.2% | -1.3% | +4.5% | +1.7% |
| 6M | +10.2% | +71.4% | -61.2% | -8.4% |
| YTD | +18.9% | +135.3% | -116.4% | -10.4% |
| 1Y | +29.3% | +267.5% | -238.1% | -15.3% |
| 3Y | +76.8% | +388.5% | -311.7% | +2.7% |
| 5Y | +61.2% | +417.1% | -355.9% | -11.0% |
| 10Y | +163.3% | +872.7% | -709.4% | +9.9% |
| All | +173.7% | +2,056.6% | -1,882.9% | -38.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling