+897.3%
VST vs ASX
+670.7%
+226.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -20.8% | +14.6% | +0.6% |
| 7D | -19.9% | -33.3% | +13.4% | -9.4% |
| 30D | -29.7% | -36.5% | +6.8% | -19.3% |
| 3M | -19.6% | -19.2% | -0.4% | -15.0% |
| 6M | -29.4% | -10.2% | -19.2% | -29.2% |
| YTD | -29.7% | +86.5% | -116.2% | -44.6% |
| 1Y | -40.0% | +89.6% | -129.7% | -53.0% |
| 3Y | +231.0% | +298.6% | -67.6% | +113.5% |
| 5Y | +500.1% | +414.3% | +85.8% | +258.9% |
| 10Y | +1,004.2% | +711.1% | +293.1% | +444.4% |
| All | +897.3% | +670.7% | +226.6% | +393.9% |
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 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