+16.0%
AA vs VIAV
+72.0%
-56.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.2% | +5.0% | +3.2% |
| 7D | +0.9% | -14.7% | +15.7% | +3.7% |
| 30D | -6.4% | -37.4% | +30.9% | +1.3% |
| 3M | -13.0% | -27.1% | +14.2% | -9.2% |
| 6M | -34.6% | -44.0% | +9.4% | -28.8% |
| YTD | -23.0% | +64.9% | -87.9% | -40.0% |
| 1Y | +16.0% | +75.3% | -59.3% | -14.3% |
| All | +16.0% | +72.0% | -56.0% | -14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling