+126.6%
ADM vs VIAV
+291.8%
-165.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -5.6% | +8.3% | +3.5% |
| 7D | +4.2% | +7.9% | -3.7% | +2.9% |
| 30D | -12.8% | -20.3% | +7.5% | -10.7% |
| 3M | -8.5% | -28.5% | +20.1% | -5.5% |
| 6M | -10.9% | -42.7% | +31.8% | -5.9% |
| YTD | +29.4% | +72.4% | -43.0% | +7.5% |
| 1Y | +27.5% | +81.5% | -53.9% | +4.6% |
| 3Y | +10.3% | +293.8% | -283.5% | -28.6% |
| 5Y | +27.4% | +101.4% | -74.1% | -3.0% |
| All | +126.6% | +291.8% | -165.2% | +59.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling