+500.1%
VST vs ASX
+414.3%
+85.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -20.8% | +14.6% | +2.6% |
| 7D | -19.9% | -33.3% | +13.4% | -5.9% |
| 30D | -29.7% | -36.5% | +6.8% | -15.9% |
| 3M | -19.6% | -19.2% | -0.4% | -13.9% |
| 6M | -29.4% | -10.2% | -19.2% | -30.3% |
| YTD | -29.7% | +86.5% | -116.2% | -51.1% |
| 1Y | -40.0% | +89.6% | -129.7% | -58.7% |
| 3Y | +231.0% | +298.6% | -67.6% | +72.7% |
| 5Y | +500.1% | +414.3% | +85.8% | +183.3% |
| All | +500.1% | +414.3% | +85.8% | +183.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling