+146.5%
ASX vs VTV
+28.2%
+118.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.5% | -5.4% | -6.6% |
| 7D | -14.6% | +1.8% | -16.4% | -17.2% |
| 30D | -21.1% | +6.0% | -27.1% | -29.5% |
| 3M | -3.1% | +3.7% | -6.7% | -9.9% |
| 6M | +17.4% | +13.9% | +3.4% | -7.8% |
| YTD | +135.3% | +22.8% | +112.6% | +69.3% |
| 1Y | +146.5% | +27.9% | +118.6% | +69.6% |
| All | +146.5% | +28.2% | +118.3% | +69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling