+153.7%
ALL vs VIAV
+290.6%
-136.9%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +11.2% | -13.5% | -1.9% |
| 7D | -1.7% | +11.3% | -13.0% | -1.2% |
| 30D | -4.7% | -1.0% | -3.7% | -4.5% |
| 3M | +18.4% | -20.5% | +38.9% | +18.2% |
| 6M | +20.5% | +39.0% | -18.5% | +20.4% |
| YTD | +23.5% | +117.5% | -93.9% | +22.8% |
| 1Y | +29.0% | +233.8% | -204.8% | +27.2% |
| 3Y | +153.7% | +295.4% | -141.7% | +144.2% |
| All | +153.7% | +290.6% | -136.9% | +144.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling