+249.2%
ASX price history and return analytics
+21.4%
+227.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.5% | +6.6% | +7.3% |
| 7D | +6.3% | +1.0% | +5.3% | +3.5% |
| 30D | +6.4% | -0.2% | +6.7% | +7.1% |
| 3M | +13.1% | +4.5% | +8.6% | +4.0% |
| 6M | +90.3% | +14.1% | +76.2% | +52.3% |
| YTD | +149.6% | +14.8% | +134.9% | +99.3% |
| 1Y | +249.2% | +21.2% | +228.0% | +160.4% |
| All | +249.2% | +21.4% | +227.8% | +160.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling