+77.4%
VTI vs ASX
+366.9%
-289.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | 0.0% |
| 7D | +2.5% | +12.4% | -9.9% | +0.1% |
| 30D | -1.5% | -19.8% | +18.3% | +1.8% |
| 3M | -3.2% | -10.3% | +7.1% | -2.6% |
| 6M | +2.3% | +1.2% | +1.1% | -1.6% |
| YTD | +11.6% | +123.0% | -111.4% | -12.7% |
| 1Y | +13.8% | +145.4% | -131.7% | -13.4% |
| 3Y | +77.4% | +368.6% | -291.2% | +6.0% |
| All | +77.4% | +366.9% | -289.5% | +6.0% |
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 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