+432.3%
ASX vs VCIT
+4.1%
+428.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.7% | -0.3% | -0.4% | -0.3% |
| 30D | +2.0% | -0.8% | +2.7% | +2.9% |
| 3M | -1.3% | -1.0% | -0.3% | +0.1% |
| 6M | +71.4% | -1.8% | +73.3% | +75.9% |
| YTD | +135.3% | -0.7% | +136.0% | +138.6% |
| 1Y | +267.5% | +1.0% | +266.5% | +265.7% |
| 3Y | +388.5% | +18.8% | +369.6% | +307.9% |
| All | +432.3% | +4.1% | +428.2% | +391.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling