+1,007.5%
ASX vs VTV
+232.1%
+775.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.0% | +5.6% | +5.4% |
| 7D | +0.8% | -0.4% | +1.2% | +2.2% |
| 30D | -20.4% | +3.9% | -24.3% | -23.2% |
| 3M | -2.1% | +2.6% | -4.7% | -4.2% |
| 6M | +8.2% | +11.5% | -3.3% | -2.7% |
| YTD | +137.3% | +22.3% | +115.0% | +94.3% |
| 1Y | +155.0% | +24.5% | +130.5% | +104.9% |
| 3Y | +397.9% | +78.8% | +319.2% | +177.1% |
| 5Y | +529.2% | +78.6% | +450.6% | +256.4% |
| 10Y | +1,007.5% | +231.8% | +775.7% | +296.9% |
| All | +1,007.5% | +232.1% | +775.5% | +296.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling