+11.0%
ASIC vs VT
+30.6%
-19.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.1% |
| 7D | +3.0% | +0.4% | +2.6% | +3.0% |
| 30D | +11.4% | +1.0% | +10.5% | +11.4% |
| 3M | +40.9% | +2.4% | +38.6% | +41.3% |
| 6M | +23.7% | +12.0% | +11.7% | +20.7% |
| YTD | +30.4% | +15.3% | +15.1% | +27.6% |
| 1Y | +22.1% | +22.6% | -0.5% | +17.8% |
| All | +11.0% | +30.6% | -19.6% | +8.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling