+54.4%
B vs VIAV
+232.9%
-178.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +0.9% |
| 7D | +1.0% | +13.6% | -12.5% | -1.0% |
| 30D | +9.5% | +5.3% | +4.2% | +8.0% |
| 3M | +14.3% | -15.6% | +29.9% | +15.8% |
| 6M | -1.9% | +34.0% | -35.9% | -6.4% |
| YTD | +4.1% | +119.9% | -115.8% | -7.8% |
| All | +54.4% | +232.9% | -178.5% | +27.3% |
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 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