+361.5%
ALL vs VIAV
+419.4%
-57.9%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.6% | -2.8% | +0.4% |
| 7D | -2.3% | +11.2% | -13.4% | -3.5% |
| 30D | -0.4% | -10.1% | +9.7% | +0.5% |
| 3M | +16.0% | -22.9% | +38.9% | +18.3% |
| 6M | +24.6% | +28.8% | -4.2% | +15.0% |
| YTD | +23.7% | +117.5% | -93.8% | +2.3% |
| 1Y | +27.7% | +216.1% | -188.3% | -2.9% |
| 3Y | +150.2% | +292.2% | -142.0% | +75.3% |
| 5Y | +117.1% | +141.0% | -23.9% | +69.3% |
| All | +361.5% | +419.4% | -57.9% | +208.4% |
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