+207.7%
B vs VIAV
+425.2%
-217.5%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +1.0% |
| 7D | +1.0% | +13.6% | -12.5% | -0.7% |
| 30D | +9.5% | +5.3% | +4.2% | +8.3% |
| 3M | +14.3% | -15.6% | +29.9% | +15.6% |
| 6M | -1.9% | +34.0% | -35.9% | -6.7% |
| YTD | +4.1% | +119.9% | -115.8% | -7.5% |
| 1Y | +56.1% | +235.2% | -179.0% | +31.5% |
| 3Y | +202.0% | +299.8% | -97.8% | +145.1% |
| 5Y | +158.8% | +140.1% | +18.7% | +119.3% |
| All | +207.7% | +425.2% | -217.5% | +135.8% |
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