+125.7%
ASX vs VLTO
+20.2%
+105.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.8% | +7.8% | +9.0% |
| 7D | -12.3% | +2.0% | -14.3% | -11.5% |
| 30D | -26.0% | +21.8% | -47.8% | -19.3% |
| 3M | -8.1% | +20.2% | -28.3% | 0.0% |
| 6M | +1.4% | +36.3% | -34.9% | +11.5% |
| YTD | +115.6% | +18.8% | +96.7% | +140.7% |
| All | +125.7% | +20.2% | +105.4% | +153.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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