+3,831.9%
ALL vs VIAV
+2,760.3%
+1,071.6%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.4% | +3.1% | +1.9% |
| 7D | 0.0% | +23.7% | -23.7% | -2.8% |
| 30D | +12.8% | -21.2% | +34.0% | +15.0% |
| 3M | +4.7% | -24.5% | +29.2% | +6.5% |
| 6M | +24.9% | -39.1% | +64.0% | +28.5% |
| YTD | +30.0% | +82.6% | -52.6% | +13.9% |
| 1Y | +29.9% | +82.7% | -52.8% | +13.6% |
| 3Y | +117.5% | +315.1% | -197.5% | +66.6% |
| 5Y | +161.7% | +113.4% | +48.3% | +116.1% |
| 10Y | +377.1% | +317.2% | +59.9% | +255.7% |
| All | +3,831.9% | +2,760.3% | +1,071.6% | +1,858.7% |
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