+1,740.6%
VRT vs ASX
+825.3%
+915.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.4% | -3.0% | -0.4% |
| 7D | -21.4% | -19.9% | -1.4% | -10.2% |
| 30D | -25.8% | -30.9% | +5.1% | -7.7% |
| 3M | -33.5% | -15.1% | -18.4% | -27.2% |
| 6M | -49.0% | -6.5% | -42.6% | -47.9% |
| YTD | +12.9% | +98.4% | -85.5% | -25.6% |
| 1Y | 0.0% | +107.9% | -107.8% | -35.6% |
| 3Y | +361.8% | +325.3% | +36.5% | +107.8% |
| 5Y | +565.1% | +447.3% | +117.8% | +163.4% |
| All | +1,740.6% | +825.3% | +915.4% | +450.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling