+29.4%
B vs VIAV
+72.0%
-42.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -2.2% | +10.5% | +8.6% |
| 7D | +1.1% | -14.7% | +15.9% | +3.4% |
| 30D | +0.3% | -37.4% | +37.7% | +6.9% |
| 3M | +5.4% | -27.1% | +32.6% | +9.2% |
| 6M | +5.5% | -44.0% | +49.5% | +12.8% |
| YTD | -6.3% | +64.9% | -71.2% | -11.6% |
| 1Y | +29.4% | +75.3% | -45.9% | +17.0% |
| All | +29.4% | +72.0% | -42.7% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling