+2,723.0%
VRT vs ASX
+997.3%
+1,725.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.1% | +4.2% |
| 7D | +9.1% | -0.7% | +9.8% | +9.6% |
| 30D | +0.9% | +2.0% | -1.1% | -0.3% |
| 3M | -13.4% | -1.3% | -12.0% | -12.8% |
| 6M | +11.7% | +71.4% | -59.7% | -19.9% |
| YTD | +73.2% | +135.3% | -62.1% | +3.8% |
| 1Y | +123.4% | +267.5% | -144.1% | +2.9% |
| 3Y | +606.2% | +388.5% | +217.7% | +193.3% |
| 5Y | +899.9% | +417.1% | +482.8% | +287.1% |
| All | +2,723.0% | +997.3% | +1,725.8% | +667.0% |
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