-29.9%
VST vs ASX
+133.5%
-163.4%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.3% | -5.3% | -3.3% |
| 7D | -6.0% | -9.1% | +3.1% | -3.4% |
| 30D | -18.8% | -23.6% | +4.8% | -11.6% |
| 3M | -8.0% | -5.6% | -2.4% | -7.9% |
| 6M | -10.9% | +4.7% | -15.6% | -18.1% |
| YTD | -18.3% | +122.6% | -140.9% | -51.9% |
| 1Y | -29.9% | +133.0% | -162.9% | -59.9% |
| All | -29.9% | +133.5% | -163.4% | -59.9% |
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