+6.8%
VRT vs ASX
+126.1%
-119.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +8.6% | +1.0% | +3.3% |
| 7D | -10.6% | -12.3% | +1.7% | -2.0% |
| 30D | -17.4% | -26.0% | +8.6% | +1.9% |
| 3M | -26.4% | -8.1% | -18.3% | -23.1% |
| 6M | -41.0% | +1.4% | -42.4% | -44.3% |
| YTD | +23.8% | +115.6% | -91.7% | -47.1% |
| All | +6.8% | +126.1% | -119.3% | -56.2% |
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