+477.7%
ASX vs VTV
+80.5%
+397.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +7.2% |
| 7D | +6.3% | +0.3% | +6.0% | +5.7% |
| 30D | +6.4% | +0.1% | +6.3% | +6.0% |
| 3M | +13.1% | +6.2% | +6.9% | +4.3% |
| 6M | +90.3% | +13.5% | +76.8% | +61.4% |
| YTD | +149.6% | +18.9% | +130.8% | +99.3% |
| 1Y | +249.2% | +25.8% | +223.4% | +157.8% |
| 3Y | +445.9% | +68.7% | +377.2% | +172.7% |
| 5Y | +477.7% | +80.3% | +397.4% | +176.5% |
| All | +477.7% | +80.5% | +397.3% | +176.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling