+216.5%
AZN vs VIAV
+419.4%
-202.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.6% | -3.3% | 0.0% |
| 7D | -1.6% | +11.2% | -12.7% | -2.6% |
| 30D | +1.1% | -10.1% | +11.2% | +1.8% |
| 3M | -12.1% | -22.9% | +10.7% | -10.7% |
| 6M | -17.1% | +28.8% | -45.9% | -22.1% |
| YTD | -12.0% | +117.5% | -129.4% | -23.9% |
| 1Y | -0.2% | +216.1% | -216.3% | -19.0% |
| 3Y | +26.8% | +292.2% | -265.4% | -3.1% |
| 5Y | +56.9% | +141.0% | -84.1% | +29.5% |
| All | +216.5% | +419.4% | -202.9% | +115.3% |
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