+1,216.9%
VST vs ASX
+872.7%
+344.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.5% |
| 7D | +8.9% | -0.7% | +9.6% | +9.1% |
| 30D | +6.2% | +2.0% | +4.2% | +5.4% |
| 3M | -2.7% | -1.3% | -1.4% | -4.0% |
| 6M | -8.4% | +71.4% | -79.8% | -24.8% |
| YTD | -7.2% | +135.3% | -142.5% | -31.3% |
| 1Y | -20.9% | +267.5% | -288.4% | -49.4% |
| 3Y | +384.0% | +388.5% | -4.5% | +194.3% |
| 5Y | +757.1% | +417.1% | +340.0% | +400.7% |
| All | +1,216.9% | +872.7% | +344.1% | +512.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling