+1,008.4%
ASX vs VCLT
+22.0%
+986.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.8% | -3.3% |
| 7D | +22.1% | -1.9% | +24.0% | +23.5% |
| 30D | -23.8% | +1.4% | -25.2% | -24.6% |
| 3M | -7.6% | -1.8% | -5.9% | -6.8% |
| 6M | +6.9% | -3.9% | +10.8% | +9.5% |
| YTD | +127.7% | -3.9% | +131.6% | +133.5% |
| 1Y | +144.5% | -4.7% | +149.3% | +152.0% |
| 3Y | +377.8% | +14.1% | +363.7% | +344.9% |
| 5Y | +498.2% | -16.6% | +514.8% | +550.1% |
| All | +1,008.4% | +22.0% | +986.3% | +833.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling