+13.8%
VRT vs ASX
+144.4%
-130.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -3.9% | -8.9% | -10.0% |
| 7D | -15.4% | -14.6% | -0.8% | -5.1% |
| 30D | -19.0% | -21.1% | +2.1% | -3.8% |
| 3M | -23.8% | -3.1% | -20.8% | -23.1% |
| 6M | -37.9% | +17.4% | -55.2% | -47.6% |
| YTD | +27.0% | +135.3% | -108.4% | -50.1% |
| 1Y | +13.8% | +146.5% | -132.7% | -57.3% |
| All | +13.8% | +144.4% | -130.6% | -57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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