+2,507.7%
ASX vs VCLT
+103.4%
+2,404.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -0.7% | -0.5% | -0.2% | -0.6% |
| 30D | +2.0% | -0.9% | +2.8% | +2.2% |
| 3M | -1.3% | -3.2% | +1.9% | -0.2% |
| 6M | +71.4% | -3.8% | +75.2% | +73.7% |
| YTD | +135.3% | -2.0% | +137.3% | +137.3% |
| 1Y | +267.5% | -0.8% | +268.3% | +269.1% |
| 3Y | +388.5% | +12.3% | +376.2% | +374.5% |
| 5Y | +417.1% | -15.4% | +432.5% | +422.8% |
| 10Y | +872.7% | +15.7% | +857.0% | +890.3% |
| All | +2,507.7% | +103.4% | +2,404.3% | +3,629.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling