+406.2%
ASX vs VIAV
+248.6%
+157.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.4% | -1.2% |
| 7D | -0.7% | -4.6% | +3.9% | +1.0% |
| 30D | +2.0% | -10.4% | +12.4% | +5.7% |
| 3M | -1.3% | -34.5% | +33.2% | +14.0% |
| 6M | +71.4% | +7.0% | +64.5% | +67.2% |
| YTD | +135.3% | +95.6% | +39.7% | +86.1% |
| 1Y | +267.5% | +197.2% | +70.3% | +150.2% |
| All | +406.2% | +248.6% | +157.6% | +201.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling