+992.0%
ASX vs VTR
+87.8%
+904.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.1% | +3.7% |
| 7D | +11.1% | -2.9% | +14.0% | +11.8% |
| 30D | +9.6% | -2.8% | +12.4% | +10.2% |
| 3M | +18.6% | +9.0% | +9.6% | +15.4% |
| 6M | +92.1% | +5.0% | +87.2% | +88.0% |
| YTD | +158.5% | +16.9% | +141.5% | +146.5% |
| 1Y | +271.9% | +34.3% | +237.6% | +242.4% |
| 3Y | +465.2% | +131.6% | +333.7% | +350.1% |
| 5Y | +479.4% | +88.0% | +391.4% | +379.0% |
| 10Y | +992.0% | +97.8% | +894.2% | +686.0% |
| All | +992.0% | +87.8% | +904.2% | +686.0% |
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