+358.8%
APP vs VIAV
+132.3%
+226.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +11.2% | -13.8% | -6.7% |
| 7D | +0.1% | +11.3% | -11.2% | -4.1% |
| 30D | -10.0% | -1.0% | -9.0% | -11.3% |
| 3M | -44.6% | -20.5% | -24.1% | -41.9% |
| 6M | -37.9% | +39.0% | -76.9% | -53.6% |
| YTD | -53.7% | +117.5% | -171.1% | -74.1% |
| 1Y | -43.0% | +233.8% | -276.7% | -76.0% |
| 3Y | +640.8% | +295.4% | +345.4% | +165.7% |
| 5Y | +358.8% | +134.3% | +224.6% | +148.3% |
| All | +358.8% | +132.3% | +226.5% | +148.3% |
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 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