+2,188.6%
ASX price history and return analytics
+346.0%
+1,842.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.2% | +6.2% | +6.2% |
| 7D | -19.9% | -2.3% | -17.6% | -17.0% |
| 30D | -30.9% | -5.0% | -25.9% | -25.7% |
| 3M | -15.1% | -4.9% | -10.2% | -8.5% |
| 6M | -6.5% | -1.5% | -4.9% | -1.2% |
| YTD | +98.4% | +8.5% | +90.0% | +89.5% |
| 1Y | +107.9% | +11.4% | +96.5% | +93.1% |
| 3Y | +325.3% | +70.1% | +255.2% | +158.0% |
| 5Y | +447.3% | +53.7% | +393.6% | +279.3% |
| 10Y | +763.2% | +220.0% | +543.2% | +195.6% |
| All | +2,188.6% | +346.0% | +1,842.6% | +443.0% |
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