+3,552.3%
ASX vs VTRS
+87.6%
+3,464.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -0.7% | +3.3% | -4.0% | -1.5% |
| 30D | +2.0% | -3.6% | +5.6% | +2.8% |
| 3M | -1.3% | +7.0% | -8.3% | -3.4% |
| 6M | +71.4% | +17.5% | +54.0% | +63.5% |
| YTD | +135.3% | +38.8% | +96.5% | +115.2% |
| 1Y | +267.5% | +69.2% | +198.3% | +219.1% |
| 3Y | +388.5% | +77.5% | +311.0% | +312.8% |
| 5Y | +417.1% | +39.9% | +377.2% | +352.2% |
| 10Y | +872.7% | -47.1% | +919.9% | +890.6% |
| All | +3,552.3% | +87.6% | +3,464.7% | +2,312.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling