+479.4%
ASX vs VTEB
+1.5%
+477.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.1% | +4.3% |
| 7D | +11.1% | -0.7% | +11.8% | +12.2% |
| 30D | +9.6% | -2.1% | +11.7% | +13.1% |
| 3M | +18.6% | -2.7% | +21.3% | +23.7% |
| 6M | +92.1% | -2.1% | +94.2% | +98.8% |
| YTD | +158.5% | -1.1% | +159.6% | +164.8% |
| 1Y | +271.9% | +1.3% | +270.6% | +270.6% |
| 3Y | +465.2% | +9.0% | +456.2% | +405.6% |
| 5Y | +479.4% | +1.5% | +477.9% | +422.0% |
| All | +479.4% | +1.5% | +477.9% | +422.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling