+2,614.0%
ASX price history and return analytics
+374.2%
+2,239.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.7% | +0.4% | -1.2% | -1.2% |
| 30D | +2.0% | +1.0% | +1.0% | +1.0% |
| 3M | -1.3% | +2.4% | -3.7% | -2.3% |
| 6M | +71.4% | +12.0% | +59.4% | +54.8% |
| YTD | +135.3% | +15.3% | +120.0% | +106.2% |
| 1Y | +267.5% | +22.6% | +244.9% | +202.4% |
| 3Y | +388.5% | +74.7% | +313.8% | +182.5% |
| 5Y | +417.1% | +66.1% | +351.0% | +223.9% |
| 10Y | +872.7% | +225.0% | +647.7% | +219.6% |
| All | +2,614.0% | +374.2% | +2,239.9% | +490.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling