+2,855.1%
ASX vs VTV
+738.5%
+2,116.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.0% | +5.6% | +5.5% |
| 7D | +0.8% | -0.4% | +1.2% | +2.1% |
| 30D | -20.4% | +3.9% | -24.3% | -23.0% |
| 3M | -2.1% | +2.6% | -4.7% | -4.1% |
| 6M | +8.2% | +11.5% | -3.3% | -1.9% |
| YTD | +137.3% | +22.3% | +115.0% | +97.0% |
| 1Y | +155.0% | +24.5% | +130.5% | +108.0% |
| 3Y | +397.9% | +78.8% | +319.2% | +186.6% |
| 5Y | +529.2% | +78.6% | +450.6% | +268.8% |
| 10Y | +1,007.5% | +231.8% | +775.7% | +254.9% |
| All | +2,855.1% | +738.5% | +2,116.6% | +213.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling