+297.8%
VTI vs ASX
+964.2%
-666.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.1% |
| 7D | -0.9% | +5.2% | -6.1% | -2.3% |
| 30D | -1.4% | +0.5% | -1.9% | -1.9% |
| 3M | +3.6% | +8.3% | -4.7% | -0.4% |
| 6M | +13.6% | +82.0% | -68.4% | -6.7% |
| YTD | +12.9% | +147.6% | -134.7% | -15.6% |
| 1Y | +17.2% | +258.8% | -241.6% | -21.8% |
| 3Y | +75.7% | +452.1% | -376.4% | -0.1% |
| 5Y | +75.4% | +441.7% | -366.3% | -3.2% |
| All | +297.8% | +964.2% | -666.4% | +66.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling