+3,726.9%
ALL vs VIAV
+2,964.2%
+762.7%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.7% | -5.0% | -1.8% |
| 7D | 0.0% | -4.6% | +4.6% | +0.6% |
| 30D | -1.5% | -10.4% | +8.9% | -0.6% |
| 3M | +23.6% | -34.5% | +58.1% | +28.2% |
| 6M | +22.3% | +7.0% | +15.4% | +17.7% |
| YTD | +26.5% | +95.6% | -69.1% | +11.6% |
| 1Y | +27.0% | +197.2% | -170.2% | +5.4% |
| 3Y | +149.6% | +232.0% | -82.4% | +99.8% |
| 5Y | +118.1% | +102.2% | +15.9% | +84.1% |
| 10Y | +369.0% | +344.6% | +24.3% | +252.0% |
| All | +3,726.9% | +2,964.2% | +762.7% | +1,818.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling