+1,007.5%
ASX vs VIAV
+325.3%
+682.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +6.4% | +0.2% | +3.8% |
| 7D | +0.8% | +12.3% | -11.5% | -3.5% |
| 30D | -20.4% | -21.0% | +0.5% | -11.6% |
| 3M | -2.1% | -14.1% | +11.9% | +3.4% |
| 6M | +8.2% | -39.9% | +48.1% | +31.6% |
| YTD | +137.3% | +85.2% | +52.1% | +75.9% |
| 1Y | +155.0% | +84.3% | +70.8% | +89.0% |
| 3Y | +397.9% | +320.9% | +77.0% | +146.3% |
| 5Y | +529.2% | +117.5% | +411.7% | +308.6% |
| 10Y | +1,007.5% | +323.1% | +684.4% | +485.6% |
| All | +1,007.5% | +325.3% | +682.3% | +485.6% |
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