-32.0%
VST vs ASX
+105.3%
-137.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +6.4% | +4.1% | +8.1% |
| 7D | -9.8% | -19.9% | +10.1% | -2.7% |
| 30D | -25.1% | -30.9% | +5.7% | -15.3% |
| 3M | -11.6% | -15.1% | +3.5% | -7.7% |
| 6M | -20.9% | -6.5% | -14.4% | -24.0% |
| YTD | -22.3% | +98.4% | -120.7% | -51.2% |
| 1Y | -32.0% | +107.9% | -139.9% | -58.4% |
| All | -32.0% | +105.3% | -137.3% | -58.4% |
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 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