+361.8%
VRT vs ASX
+324.2%
+37.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.4% | -3.0% | -1.6% |
| 7D | -21.4% | -19.9% | -1.4% | -6.8% |
| 30D | -25.8% | -30.9% | +5.1% | -1.8% |
| 3M | -33.5% | -15.1% | -18.4% | -26.2% |
| 6M | -49.0% | -6.5% | -42.6% | -49.6% |
| YTD | +12.9% | +98.4% | -85.5% | -43.3% |
| 1Y | 0.0% | +107.9% | -107.8% | -51.7% |
| 3Y | +361.8% | +325.3% | +36.5% | +24.0% |
| All | +361.8% | +324.2% | +37.6% | +24.0% |
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