0.0%
VRT vs ASX
+105.3%
-105.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.4% | -3.0% | -1.2% |
| 7D | -21.4% | -19.9% | -1.4% | -7.9% |
| 30D | -25.8% | -30.9% | +5.1% | -3.8% |
| 3M | -33.5% | -15.1% | -18.4% | -26.5% |
| 6M | -49.0% | -6.5% | -42.6% | -49.0% |
| YTD | +12.9% | +98.4% | -85.5% | -49.1% |
| 1Y | 0.0% | +107.9% | -107.8% | -56.8% |
| All | 0.0% | +105.3% | -105.3% | -56.8% |
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