+45.2%
AMZN vs VIAV
+128.3%
-83.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.5% | +4.3% | +0.7% |
| 7D | -2.7% | +11.2% | -13.9% | -5.0% |
| 30D | -7.5% | -2.6% | -4.9% | -7.8% |
| 3M | +5.8% | -20.1% | +26.0% | +8.2% |
| 6M | +17.5% | +25.8% | -8.3% | +3.5% |
| YTD | +9.1% | +109.9% | -100.7% | -20.4% |
| 1Y | +9.4% | +214.3% | -204.9% | -32.3% |
| 3Y | +82.2% | +281.6% | -199.4% | +0.8% |
| 5Y | +45.2% | +132.6% | -87.4% | +7.4% |
| All | +45.2% | +128.3% | -83.1% | +7.4% |
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