+165.5%
B vs VIAV
+295.9%
-130.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.6% | +4.9% | +0.1% |
| 7D | -7.3% | +7.9% | -15.2% | -8.4% |
| 30D | -3.3% | -20.3% | +17.0% | -0.7% |
| 3M | -7.8% | -28.5% | +20.8% | -4.3% |
| 6M | -15.5% | -42.7% | +27.2% | -10.4% |
| YTD | -12.3% | +72.4% | -84.6% | -20.7% |
| 1Y | +5.4% | +81.5% | -76.1% | -5.6% |
| 3Y | +165.5% | +293.8% | -128.3% | +113.0% |
| All | +165.5% | +295.9% | -130.3% | +113.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling