+267.5%
ASX vs VCLT
-0.4%
+267.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | 0.0% |
| 7D | -0.7% | -0.5% | -0.2% | +0.1% |
| 30D | +2.0% | -0.9% | +2.8% | +3.5% |
| 3M | -1.3% | -3.2% | +1.9% | +4.3% |
| 6M | +71.4% | -3.8% | +75.2% | +79.4% |
| YTD | +135.3% | -2.0% | +137.3% | +146.0% |
| 1Y | +267.5% | -0.8% | +268.3% | +257.8% |
| All | +267.5% | -0.4% | +267.9% | +257.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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