+992.0%
ASX vs VIAV
+407.5%
+584.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | +3.1% |
| 7D | +11.1% | +13.6% | -2.5% | +5.2% |
| 30D | +9.6% | +5.3% | +4.3% | +6.5% |
| 3M | +18.6% | -15.6% | +34.2% | +25.9% |
| 6M | +92.1% | +34.0% | +58.1% | +66.7% |
| YTD | +158.5% | +119.9% | +38.6% | +78.8% |
| 1Y | +271.9% | +235.2% | +36.7% | +113.2% |
| 3Y | +465.2% | +299.8% | +165.4% | +188.2% |
| 5Y | +479.4% | +140.1% | +339.4% | +262.2% |
| 10Y | +992.0% | +420.3% | +571.7% | +431.8% |
| All | +992.0% | +407.5% | +584.5% | +431.8% |
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