+325.6%
ASX vs VLTO
+54.1%
+271.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -0.4% | -20.4% | -20.7% |
| 7D | -33.3% | +12.0% | -45.3% | -34.4% |
| 30D | -36.5% | +20.8% | -57.3% | -38.7% |
| 3M | -19.2% | +20.1% | -39.3% | -22.0% |
| 6M | -10.2% | +32.6% | -42.9% | -16.9% |
| YTD | +86.5% | +17.3% | +69.1% | +81.4% |
| 1Y | +89.6% | +17.3% | +72.3% | +83.9% |
| 3Y | +298.6% | +66.9% | +231.7% | +243.4% |
| All | +325.6% | +54.1% | +271.5% | +273.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling