+477.7%
ASX vs VIAV
+132.3%
+345.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +11.2% | -5.1% | +1.6% |
| 7D | +6.3% | +11.3% | -5.0% | +1.7% |
| 30D | +6.4% | -1.0% | +7.4% | +6.1% |
| 3M | +13.1% | -20.5% | +33.7% | +22.3% |
| 6M | +90.3% | +39.0% | +51.3% | +66.0% |
| YTD | +149.6% | +117.5% | +32.2% | +80.2% |
| 1Y | +249.2% | +233.8% | +15.4% | +111.2% |
| 3Y | +445.9% | +295.4% | +150.5% | +198.5% |
| 5Y | +477.7% | +134.3% | +343.5% | +310.7% |
| All | +477.7% | +132.3% | +345.4% | +310.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling