+127.8%
AAPL vs VIAV
+139.8%
-12.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.6% | -1.9% | +1.2% |
| 7D | +3.8% | +11.2% | -7.3% | +2.1% |
| 30D | +9.9% | -10.1% | +20.0% | +11.2% |
| 3M | +12.5% | -22.9% | +35.4% | +15.4% |
| 6M | +27.6% | +28.8% | -1.2% | +15.1% |
| YTD | +22.6% | +117.5% | -94.9% | -4.4% |
| 1Y | +45.0% | +216.1% | -171.1% | +0.5% |
| 3Y | +87.8% | +292.2% | -204.4% | +19.2% |
| All | +127.8% | +139.8% | -12.0% | +78.6% |
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