+985.8%
ASX price history and return analytics
+221.8%
+764.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.8% | -1.6% |
| 7D | +12.4% | +2.4% | +10.0% | +9.0% |
| 30D | -19.8% | -1.5% | -18.3% | -16.5% |
| 3M | -10.3% | -4.1% | -6.2% | -2.7% |
| 6M | +1.2% | +0.6% | +0.7% | +5.1% |
| YTD | +123.0% | +11.0% | +112.0% | +104.4% |
| 1Y | +145.4% | +13.3% | +132.1% | +119.1% |
| 3Y | +368.6% | +73.4% | +295.2% | +150.1% |
| 5Y | +486.0% | +57.4% | +428.6% | +258.9% |
| All | +985.8% | +221.8% | +764.0% | +208.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling