+2.7%
AA vs VIAV
+128.3%
-125.6%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.5% | -0.2% | -3.4% |
| 7D | -5.4% | +11.2% | -16.6% | -8.4% |
| 30D | -10.7% | -2.6% | -8.1% | -10.9% |
| 3M | -26.2% | -20.1% | -6.1% | -23.1% |
| 6M | -20.9% | +25.8% | -46.8% | -31.7% |
| YTD | -8.6% | +109.9% | -118.5% | -36.2% |
| 1Y | +57.4% | +214.3% | -156.9% | -8.1% |
| 3Y | +77.8% | +281.6% | -203.8% | -8.1% |
| 5Y | +2.7% | +132.6% | -129.9% | -37.9% |
| All | +2.7% | +128.3% | -125.6% | -37.9% |
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