+249.2%
ASX vs VCLT
-2.4%
+251.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.1% |
| 7D | +6.3% | +0.3% | +6.0% | +5.8% |
| 30D | +6.4% | -0.6% | +7.0% | +7.4% |
| 3M | +13.1% | -2.2% | +15.4% | +17.4% |
| 6M | +90.3% | -2.9% | +93.2% | +97.5% |
| YTD | +149.6% | -2.1% | +151.7% | +160.6% |
| 1Y | +249.2% | -2.6% | +251.8% | +253.0% |
| All | +249.2% | -2.4% | +251.6% | +253.0% |
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