-34.9%
VST vs ASX
+144.4%
-179.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -3.9% | -9.9% | -12.4% |
| 7D | -15.7% | -14.6% | -1.1% | -10.9% |
| 30D | -17.0% | -21.1% | +4.1% | -10.0% |
| 3M | -15.9% | -3.1% | -12.8% | -15.8% |
| 6M | -25.0% | +17.4% | -42.4% | -33.7% |
| YTD | -25.1% | +135.3% | -160.4% | -55.8% |
| 1Y | -34.9% | +146.5% | -181.4% | -62.7% |
| All | -34.9% | +144.4% | -179.3% | -62.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling