+325.3%
ASX vs VLTO
+69.5%
+255.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.5% | +6.0% | +6.4% |
| 7D | -19.9% | +5.4% | -25.3% | -20.4% |
| 30D | -30.9% | +22.3% | -53.2% | -33.3% |
| 3M | -15.1% | +19.6% | -34.7% | -17.7% |
| 6M | -6.5% | +35.2% | -41.6% | -13.9% |
| YTD | +98.4% | +17.9% | +80.6% | +93.7% |
| 1Y | +107.9% | +19.5% | +88.3% | +100.8% |
| 3Y | +325.3% | +73.9% | +251.4% | +274.2% |
| All | +325.3% | +69.5% | +255.8% | +274.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling