+445.9%
ASX vs VTR
+131.6%
+314.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +6.1% |
| 7D | +6.3% | -2.4% | +8.7% | +6.4% |
| 30D | +6.4% | -3.7% | +10.2% | +6.5% |
| 3M | +13.1% | +13.5% | -0.4% | +10.5% |
| 6M | +90.3% | +7.2% | +83.1% | +87.5% |
| YTD | +149.6% | +17.6% | +132.1% | +141.4% |
| 1Y | +249.2% | +35.4% | +213.8% | +226.7% |
| 3Y | +445.9% | +132.8% | +313.1% | +322.3% |
| All | +445.9% | +131.6% | +314.3% | +322.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling