+697.2%
ASX vs VCIT
+29.0%
+668.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +0.2% | -21.0% | -21.0% |
| 7D | -33.3% | +0.5% | -33.7% | -33.7% |
| 30D | -36.5% | +2.1% | -38.6% | -38.2% |
| 3M | -19.2% | -1.6% | -17.6% | -17.9% |
| 6M | -10.2% | -1.6% | -8.6% | -8.5% |
| YTD | +86.5% | -1.5% | +88.0% | +90.3% |
| 1Y | +89.6% | -0.4% | +90.0% | +91.3% |
| 3Y | +298.6% | +19.6% | +279.0% | +230.7% |
| 5Y | +414.3% | +3.3% | +411.0% | +394.1% |
| All | +697.2% | +29.0% | +668.2% | +539.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling