+116.1%
ALL vs VIAV
+136.9%
-20.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | 0.0% |
| 7D | -2.2% | +13.6% | -15.8% | -2.2% |
| 30D | -5.6% | +5.3% | -10.9% | -5.6% |
| 3M | +17.2% | -15.6% | +32.9% | +17.4% |
| 6M | +23.2% | +34.0% | -10.7% | +20.7% |
| YTD | +23.6% | +119.9% | -96.3% | +17.2% |
| 1Y | +29.2% | +235.2% | -206.0% | +18.8% |
| 3Y | +153.8% | +299.8% | -146.0% | +128.4% |
| 5Y | +116.1% | +140.1% | -24.0% | +102.9% |
| All | +116.1% | +136.9% | -20.8% | +102.9% |
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