+2,725.5%
ASX vs VT
+356.1%
+2,369.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -7.2% | -1.6% | -5.6% | -5.2% |
| 30D | -17.7% | -2.5% | -15.2% | -14.8% |
| 3M | +6.5% | -1.3% | +7.8% | +9.0% |
| 6M | +24.9% | +3.1% | +21.8% | +24.1% |
| YTD | +145.0% | +10.9% | +134.0% | +126.1% |
| 1Y | +143.6% | +12.1% | +131.6% | +122.8% |
| 3Y | +423.7% | +73.9% | +349.8% | +207.0% |
| 5Y | +581.3% | +58.0% | +523.4% | +353.9% |
| 10Y | +965.7% | +225.5% | +740.2% | +254.3% |
| All | +2,725.5% | +356.1% | +2,369.4% | +547.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling