+619.5%
VRT vs ASX
+390.9%
+228.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.1% | +4.2% |
| 7D | +9.1% | -0.7% | +9.8% | +9.7% |
| 30D | +0.9% | +2.0% | -1.1% | -0.8% |
| 3M | -13.4% | -1.3% | -12.0% | -13.7% |
| 6M | +11.7% | +71.4% | -59.7% | -33.6% |
| YTD | +73.2% | +135.3% | -62.1% | -22.5% |
| 1Y | +123.4% | +267.5% | -144.1% | -34.9% |
| All | +619.5% | +390.9% | +228.7% | +65.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling