+373.4%
VST vs ASX
+390.9%
-17.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.4% |
| 7D | +8.9% | -0.7% | +9.6% | +9.3% |
| 30D | +6.2% | +2.0% | +4.2% | +4.7% |
| 3M | -2.7% | -1.3% | -1.4% | -6.0% |
| 6M | -8.4% | +71.4% | -79.8% | -39.0% |
| YTD | -7.2% | +135.3% | -142.5% | -50.7% |
| 1Y | -20.9% | +267.5% | -288.4% | -70.1% |
| All | +373.4% | +390.9% | -17.4% | +71.3% |
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