+963.7%
ASX vs VTEB
+17.5%
+946.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.5% | -2.3% |
| 7D | +6.5% | -1.2% | +7.7% | +8.2% |
| 30D | +3.1% | -2.9% | +6.0% | +7.0% |
| 3M | +17.4% | -3.2% | +20.5% | +22.4% |
| 6M | +85.4% | -2.6% | +88.1% | +92.5% |
| YTD | +150.1% | -1.8% | +151.9% | +157.3% |
| 1Y | +256.3% | +0.2% | +256.1% | +257.7% |
| 3Y | +446.9% | +8.2% | +438.6% | +398.6% |
| 5Y | +447.1% | +0.8% | +446.2% | +441.7% |
| All | +963.7% | +17.5% | +946.2% | +857.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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