+1,007.5%
ASX vs VTR
+135.2%
+872.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.1% | +6.5% | +6.6% |
| 7D | +0.8% | +1.4% | -0.5% | +0.6% |
| 30D | -20.4% | +8.2% | -28.7% | -22.0% |
| 3M | -2.1% | +4.6% | -6.8% | -3.4% |
| 6M | +8.2% | +4.3% | +3.9% | +5.9% |
| YTD | +137.3% | +19.0% | +118.3% | +124.8% |
| 1Y | +155.0% | +21.6% | +133.4% | +140.1% |
| 3Y | +397.9% | +132.2% | +265.8% | +295.6% |
| 5Y | +529.2% | +94.4% | +434.8% | +415.9% |
| 10Y | +1,007.5% | +133.5% | +874.1% | +678.0% |
| All | +1,007.5% | +135.2% | +872.3% | +678.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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