+817.5%
VOO vs ASX
+2,629.9%
-1,812.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.6% | -5.3% | -0.2% |
| 7D | -0.9% | +0.8% | -1.7% | -1.7% |
| 30D | -2.3% | -20.4% | +18.1% | +1.8% |
| 3M | -1.2% | -2.1% | +1.0% | -2.4% |
| 6M | +3.3% | +8.2% | -4.9% | -2.4% |
| YTD | +12.3% | +137.3% | -124.9% | -13.6% |
| 1Y | +12.5% | +155.0% | -142.5% | -15.1% |
| 3Y | +79.2% | +397.9% | -318.8% | +10.7% |
| 5Y | +75.7% | +529.2% | -453.6% | 0.0% |
| 10Y | +313.7% | +1,007.5% | -693.8% | +93.2% |
| All | +817.5% | +2,629.9% | -1,812.4% | +230.6% |
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