+476.3%
ASX vs VTRS
+84.4%
+391.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.7% |
| 7D | +11.1% | -3.5% | +14.6% | +12.2% |
| 30D | +9.6% | +2.1% | +7.5% | +8.8% |
| 3M | +18.6% | +2.6% | +16.0% | +16.8% |
| 6M | +92.1% | +17.8% | +74.4% | +78.9% |
| YTD | +158.5% | +35.7% | +122.8% | +130.0% |
| 1Y | +271.9% | +63.5% | +208.4% | +210.0% |
| All | +476.3% | +84.4% | +391.9% | +334.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling