+18.6%
VOO vs ASX
+275.6%
-257.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.0% | -0.9% |
| 7D | -0.4% | +11.1% | -11.5% | -1.8% |
| 30D | -1.4% | +9.6% | -11.0% | -2.7% |
| 3M | +3.7% | +18.6% | -14.9% | +0.3% |
| 6M | +13.0% | +92.1% | -79.1% | +0.2% |
| YTD | +12.4% | +158.5% | -146.0% | -4.4% |
| 1Y | +18.6% | +271.9% | -253.3% | -4.0% |
| All | +18.6% | +275.6% | -257.0% | -4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling