+368.6%
ASX vs VTV
+78.7%
+289.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.4% |
| 7D | +12.4% | +2.9% | +9.5% | +7.7% |
| 30D | -19.8% | +3.8% | -23.6% | -23.3% |
| 3M | -10.3% | +1.6% | -11.9% | -11.6% |
| 6M | +1.2% | +11.2% | -10.0% | -11.9% |
| YTD | +123.0% | +22.0% | +101.0% | +72.1% |
| 1Y | +145.4% | +24.9% | +120.6% | +83.6% |
| 3Y | +368.6% | +78.5% | +290.2% | +105.7% |
| All | +368.6% | +78.7% | +289.9% | +105.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling