{"id":213,"date":"2024-06-25T00:16:37","date_gmt":"2024-06-25T00:16:37","guid":{"rendered":"https:\/\/diversiview.online\/help\/?p=213"},"modified":"2025-03-13T23:03:51","modified_gmt":"2025-03-13T23:03:51","slug":"portfolio-beta","status":"publish","type":"post","link":"https:\/\/diversiview.online\/help\/portfolio-beta\/","title":{"rendered":"Portfolio Beta"},"content":{"rendered":"\n<p>Portfolio Beta indicates portfolio\u2019s volatility compared with the entire market*. That is, a Beta higher than 1 shows that the portfolio is more volatile than the entire market, while a Beta lower than 1 indicates that the portfolio is less volatile than the entire market.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/02\/Diversiview-Help-Getting-Started-15-1024x576.png\" alt=\"Diversiview Key Performance Indicators Portfolio Beta\" class=\"wp-image-1248\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/02\/Diversiview-Help-Getting-Started-15-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/02\/Diversiview-Help-Getting-Started-15-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/02\/Diversiview-Help-Getting-Started-15-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/02\/Diversiview-Help-Getting-Started-15-1536x864.png 1536w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/02\/Diversiview-Help-Getting-Started-15-2048x1151.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Beta is a measure of the systematic risk. That is, the portion of total portfolio risk that is due to external factors that affect almost all investments (e.g., wars, recessions, pandemics or even Government&#8217;s monetary and economic policies).<\/p>\n\n\n\n<p>Systematic risk cannot be reduced through diversification, as opposed to the unsystematic risk that is investment-specific (business risk) and can be reduced through diversification. Read more <a href=\"https:\/\/diversiview.online\/contact\">here<\/a>.<\/p>\n\n\n\n<p>You can find the Portfolio Beta value on your dashboard or the Diversiview analysis page, under the \u2018Performance &amp; Benchmark\u2018 section. The table shows two values:<\/p>\n\n\n\n<ul>\n<li>The left value indicates the portfolio beta of the <strong>current<\/strong> asset allocation.<\/li>\n\n\n\n<li>The right value indicates the portfolio beta of the <strong>optimal <\/strong>asset allocation.<\/li>\n<\/ul>\n\n\n\n<p>*For the purpose of Beta calculations, Diversiview uses the index that you select from your profile settings. To learn how to select your preferred market benchmark, <a href=\"https:\/\/diversiview.online\/help\/selecting-your-preferred-market-benchmark\/\">click here<\/a>.<\/p>\n\n\n\n<p>For more help, visit <a href=\"https:\/\/www.youtube.com\/playlist?list=PL56L8p3qXuVQuBSOfzSz917rmEzAE82bl\">Diversiview\u2019s YouTube channel<\/a> and check out our explanatory videos.<\/p>\n\n\n\n<p><strong>Ready to learn more about your portfolio&#8217;s beta? <a href=\"https:\/\/diversiview.online\/login\">Log in<\/a> or <a href=\"https:\/\/diversiview.online\/register\">sign up<\/a> to your account today to start analysing and optimising your investment portfolio.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Portfolio Beta indicates portfolio\u2019s volatility compared with the entire market*. That is, a Beta higher than 1 shows that the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"none","_seopress_titles_title":"Portfolio Beta | Diversiview Help","_seopress_titles_desc":"Portfolio Beta indicates the portfolio\u2019s volatility compared with the entire market. Learn what this means for your portfolio allocation.","_seopress_robots_index":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[37,95,33],"tags":[],"_links":{"self":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/213"}],"collection":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/comments?post=213"}],"version-history":[{"count":6,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/213\/revisions"}],"predecessor-version":[{"id":1392,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/213\/revisions\/1392"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/media?parent=213"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/categories?post=213"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/tags?post=213"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}