+40.5%
ALL vs VIAV
+72.0%
-31.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.2% | +5.1% | +2.7% |
| 7D | +7.5% | -14.7% | +22.3% | +6.1% |
| 30D | +19.7% | -37.4% | +57.1% | +15.5% |
| 3M | +2.9% | -27.1% | +30.0% | +1.0% |
| 6M | +23.5% | -44.0% | +67.6% | +20.3% |
| YTD | +31.1% | +64.9% | -33.7% | +31.3% |
| 1Y | +40.5% | +75.3% | -34.8% | +41.8% |
| All | +40.5% | +72.0% | -31.6% | +41.8% |
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