+565.7%
AMZN vs VIAV
+419.4%
+146.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.6% | -1.7% | +1.0% |
| 7D | -0.7% | +11.2% | -11.8% | -3.5% |
| 30D | -3.9% | -10.1% | +6.2% | -2.1% |
| 3M | +6.3% | -22.9% | +29.2% | +10.5% |
| 6M | +20.8% | +28.8% | -8.0% | +4.8% |
| YTD | +11.2% | +117.5% | -106.2% | -20.7% |
| 1Y | +11.7% | +216.1% | -204.4% | -31.3% |
| 3Y | +79.4% | +292.2% | -212.8% | -1.9% |
| 5Y | +48.0% | +141.0% | -92.9% | -3.6% |
| All | +565.7% | +419.4% | +146.2% | +231.3% |
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