+76.3%
VTI vs ASX
+451.5%
-375.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.1% | -6.6% | -1.8% |
| 7D | +0.6% | +6.3% | -5.7% | -0.7% |
| 30D | -1.1% | +6.4% | -7.5% | -2.6% |
| 3M | +3.9% | +13.1% | -9.2% | -0.4% |
| 6M | +14.6% | +90.3% | -75.7% | -4.6% |
| YTD | +13.3% | +149.6% | -136.3% | -12.6% |
| 1Y | +19.2% | +249.2% | -230.0% | -16.8% |
| All | +76.3% | +451.5% | -375.2% | -0.1% |
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