+1,008.4%
ASX vs VIAV
+315.1%
+693.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.7% | -3.4% |
| 7D | +22.1% | +23.7% | -1.6% | +11.2% |
| 30D | -23.8% | -21.2% | -2.6% | -15.1% |
| 3M | -7.6% | -24.5% | +16.9% | +3.5% |
| 6M | +6.9% | -39.1% | +46.0% | +29.4% |
| YTD | +127.7% | +82.6% | +45.1% | +69.8% |
| 1Y | +144.5% | +82.7% | +61.8% | +81.9% |
| 3Y | +377.8% | +315.1% | +62.7% | +137.7% |
| 5Y | +498.2% | +113.4% | +384.9% | +291.7% |
| All | +1,008.4% | +315.1% | +693.3% | +487.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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