+368.6%
ASX vs VIAV
+295.9%
+72.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.6% | +3.6% | +0.4% |
| 7D | +12.4% | +7.9% | +4.5% | +8.7% |
| 30D | -19.8% | -20.3% | +0.5% | -11.7% |
| 3M | -10.3% | -28.5% | +18.2% | +1.9% |
| 6M | +1.2% | -42.7% | +44.0% | +22.8% |
| YTD | +123.0% | +72.4% | +50.6% | +86.1% |
| 1Y | +145.4% | +81.5% | +64.0% | +100.9% |
| 3Y | +368.6% | +293.8% | +74.8% | +188.0% |
| All | +368.6% | +295.9% | +72.7% | +188.0% |
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