+379.7%
VRT vs ASX
+366.9%
+12.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.0% | -1.6% | -2.0% |
| 7D | +10.5% | +12.4% | -1.9% | +0.5% |
| 30D | -9.3% | -19.8% | +10.5% | +6.6% |
| 3M | -29.6% | -10.3% | -19.3% | -25.2% |
| 6M | -45.4% | +1.2% | -46.6% | -49.2% |
| YTD | +24.8% | +123.0% | -98.2% | -43.0% |
| 1Y | +23.6% | +145.4% | -121.8% | -48.1% |
| 3Y | +379.7% | +368.6% | +11.0% | +20.4% |
| All | +379.7% | +366.9% | +12.8% | +20.4% |
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