+432.3%
ASX vs VT
+66.2%
+366.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.7% | +0.4% | -1.2% | -1.5% |
| 30D | +2.0% | +1.0% | +1.0% | +0.4% |
| 3M | -1.3% | +2.4% | -3.7% | -3.1% |
| 6M | +71.4% | +12.0% | +59.4% | +46.9% |
| YTD | +135.3% | +15.3% | +120.0% | +93.1% |
| 1Y | +267.5% | +22.6% | +244.9% | +175.1% |
| 3Y | +388.5% | +74.7% | +313.8% | +118.9% |
| All | +432.3% | +66.2% | +366.1% | +167.4% |
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