+551.7%
ASX vs VT
+60.6%
+491.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.7% | -5.7% | -6.9% |
| 7D | -14.6% | -0.3% | -14.3% | -14.0% |
| 30D | -21.1% | -1.4% | -19.6% | -18.6% |
| 3M | -3.1% | -1.4% | -1.7% | +0.2% |
| 6M | +17.4% | +5.5% | +11.9% | +11.4% |
| YTD | +135.3% | +12.8% | +122.5% | +102.2% |
| 1Y | +146.5% | +15.4% | +131.1% | +104.6% |
| 3Y | +403.1% | +76.9% | +326.2% | +124.7% |
| 5Y | +551.7% | +60.4% | +491.3% | +244.4% |
| All | +551.7% | +60.6% | +491.2% | +244.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling