+437.2%
ASX vs VLTO
+27.2%
+410.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.6% |
| 7D | -0.7% | -2.3% | +1.6% | -0.2% |
| 30D | +2.0% | -0.9% | +2.9% | +2.1% |
| 3M | -1.3% | +13.8% | -15.2% | -6.6% |
| 6M | +71.4% | +2.0% | +69.4% | +69.6% |
| YTD | +135.3% | -3.2% | +138.5% | +137.5% |
| 1Y | +267.5% | -9.2% | +276.7% | +280.6% |
| All | +437.2% | +27.2% | +410.0% | +388.7% |
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