+267.5%
ASX vs VCIT
+1.3%
+266.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.3% |
| 7D | -0.7% | -0.3% | -0.4% | +0.5% |
| 30D | +2.0% | -0.8% | +2.7% | +4.7% |
| 3M | -1.3% | -1.0% | -0.3% | +2.5% |
| 6M | +71.4% | -1.8% | +73.3% | +77.3% |
| YTD | +135.3% | -0.7% | +136.0% | +143.0% |
| 1Y | +267.5% | +1.0% | +266.5% | +268.8% |
| All | +267.5% | +1.3% | +266.2% | +268.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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