+73.7%
VTI vs ASX
+490.0%
-416.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.1% | -1.4% |
| 7D | -0.4% | +11.1% | -11.5% | -3.1% |
| 30D | -1.6% | +9.6% | -11.2% | -4.1% |
| 3M | +3.6% | +18.6% | -15.1% | -2.8% |
| 6M | +13.0% | +92.1% | -79.1% | -9.0% |
| YTD | +12.7% | +158.5% | -145.8% | -17.4% |
| 1Y | +18.4% | +271.9% | -253.5% | -23.1% |
| 3Y | +76.4% | +465.2% | -388.8% | -4.4% |
| 5Y | +73.7% | +479.4% | -405.7% | -12.5% |
| All | +73.7% | +490.0% | -416.3% | -12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling