+960.3%
VTI vs ASX
+6,589.4%
-5,629.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | +0.1% | -0.7% | +0.8% | +0.2% |
| 30D | 0.0% | +2.0% | -2.0% | -0.6% |
| 3M | +2.0% | -1.3% | +3.3% | +0.8% |
| 6M | +13.0% | +71.4% | -58.5% | -2.0% |
| YTD | +13.9% | +135.3% | -121.4% | -8.3% |
| 1Y | +20.0% | +267.5% | -247.5% | -13.1% |
| 3Y | +75.8% | +388.5% | -312.7% | +17.2% |
| 5Y | +73.8% | +417.1% | -343.2% | +12.0% |
| 10Y | +297.5% | +872.7% | -575.3% | +113.4% |
| All | +960.3% | +6,589.4% | -5,629.1% | +218.5% |
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 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