+887.2%
ASX vs VT
+217.6%
+669.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.7% | +3.9% |
| 7D | -9.1% | -0.1% | -9.0% | -7.9% |
| 30D | -23.6% | -3.1% | -20.5% | -18.6% |
| 3M | -5.6% | -3.5% | -2.1% | +1.4% |
| 6M | +4.7% | +0.5% | +4.2% | +8.7% |
| YTD | +122.6% | +10.8% | +111.8% | +104.4% |
| 1Y | +133.0% | +11.9% | +121.1% | +111.4% |
| 3Y | +367.1% | +73.0% | +294.2% | +149.7% |
| 5Y | +504.7% | +58.6% | +446.1% | +266.9% |
| 10Y | +887.2% | +219.2% | +668.0% | +165.1% |
| All | +887.2% | +217.6% | +669.6% | +165.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling