+477.7%
ASX vs VCLT
-15.1%
+492.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.1% |
| 7D | +6.3% | +0.3% | +6.0% | +6.1% |
| 30D | +6.4% | -0.6% | +7.0% | +6.8% |
| 3M | +13.1% | -2.2% | +15.4% | +15.0% |
| 6M | +90.3% | -2.9% | +93.2% | +94.5% |
| YTD | +149.6% | -2.1% | +151.7% | +154.0% |
| 1Y | +249.2% | -2.6% | +251.8% | +255.8% |
| 3Y | +445.9% | +12.5% | +433.4% | +409.7% |
| 5Y | +477.7% | -15.3% | +493.0% | +521.6% |
| All | +477.7% | -15.1% | +492.8% | +521.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling