+198.7%
B vs VIAV
+290.6%
-91.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +11.2% | -12.6% | -3.0% |
| 7D | +2.3% | +11.3% | -9.0% | +0.6% |
| 30D | +1.4% | -1.0% | +2.3% | +1.1% |
| 3M | +12.2% | -20.5% | +32.7% | +14.6% |
| 6M | -2.1% | +39.0% | -41.1% | -7.4% |
| YTD | +2.9% | +117.5% | -114.5% | -9.0% |
| 1Y | +55.3% | +233.8% | -178.5% | +29.2% |
| 3Y | +198.7% | +295.4% | -96.7% | +134.6% |
| All | +198.7% | +290.6% | -91.9% | +134.6% |
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