+992.0%
ASX vs VCLT
+16.9%
+975.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.7% |
| 7D | +11.1% | 0.0% | +11.1% | +11.1% |
| 30D | +9.6% | +0.1% | +9.5% | +9.5% |
| 3M | +18.6% | -2.9% | +21.5% | +20.8% |
| 6M | +92.1% | -4.0% | +96.1% | +97.2% |
| YTD | +158.5% | -2.2% | +160.7% | +162.9% |
| 1Y | +271.9% | -2.6% | +274.5% | +278.4% |
| 3Y | +465.2% | +12.3% | +453.0% | +430.3% |
| 5Y | +479.4% | -16.4% | +495.8% | +530.4% |
| 10Y | +992.0% | +18.1% | +973.9% | +828.5% |
| All | +992.0% | +16.9% | +975.0% | +828.5% |
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