+227.8%
VST vs ASX
+298.6%
-70.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -20.8% | +14.6% | +4.5% |
| 7D | -19.9% | -33.3% | +13.4% | -2.6% |
| 30D | -29.7% | -36.5% | +6.8% | -12.6% |
| 3M | -19.6% | -19.2% | -0.4% | -13.2% |
| 6M | -29.4% | -10.2% | -19.2% | -32.4% |
| YTD | -29.7% | +86.5% | -116.2% | -59.8% |
| 1Y | -40.0% | +89.6% | -129.7% | -66.2% |
| All | +227.8% | +298.6% | -70.8% | +30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling