+953.3%
ASX vs VTRS
-48.4%
+1,001.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.2% |
| 7D | +5.2% | -2.2% | +7.4% | +5.8% |
| 30D | +0.5% | +3.3% | -2.8% | -0.4% |
| 3M | +8.3% | +2.0% | +6.3% | +7.2% |
| 6M | +82.0% | +19.9% | +62.1% | +72.5% |
| YTD | +147.6% | +35.7% | +111.9% | +127.7% |
| 1Y | +258.8% | +68.1% | +190.7% | +212.4% |
| 3Y | +452.1% | +87.1% | +365.0% | +361.1% |
| 5Y | +441.7% | +47.6% | +394.1% | +366.2% |
| All | +953.3% | -48.4% | +1,001.6% | +945.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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