+74.2%
AA vs VIAV
+279.3%
-205.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.5% | -0.2% | -3.6% |
| 7D | -5.4% | +11.2% | -16.6% | -8.1% |
| 30D | -10.7% | -2.6% | -8.1% | -10.8% |
| 3M | -26.2% | -20.1% | -6.1% | -23.4% |
| 6M | -20.9% | +25.8% | -46.8% | -30.7% |
| YTD | -8.6% | +109.9% | -118.5% | -34.4% |
| 1Y | +57.4% | +214.3% | -156.9% | -5.0% |
| All | +74.2% | +279.3% | -205.1% | +2.2% |
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