+486.8%
ASX price history and return analytics
+57.0%
+429.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.8% | -1.5% |
| 7D | +12.4% | +2.4% | +10.0% | +8.2% |
| 30D | -19.8% | -1.5% | -18.3% | -15.8% |
| 3M | -10.3% | -4.1% | -6.2% | -1.0% |
| 6M | +1.2% | +0.6% | +0.7% | +5.7% |
| YTD | +123.0% | +11.0% | +112.0% | +100.5% |
| 1Y | +145.4% | +13.3% | +132.1% | +113.9% |
| 3Y | +368.6% | +73.4% | +295.2% | +120.6% |
| All | +486.8% | +57.0% | +429.8% | +221.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling