+139.1%
B vs VIAV
+2,964.2%
-2,825.1%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.7% | -5.9% | -2.4% |
| 7D | -1.6% | -4.6% | +3.0% | -1.4% |
| 30D | +9.4% | -10.4% | +19.8% | +9.9% |
| 3M | +5.0% | -34.5% | +39.5% | +6.8% |
| 6M | -3.5% | +7.0% | -10.5% | -4.3% |
| YTD | +4.5% | +95.6% | -91.2% | +0.7% |
| 1Y | +67.8% | +197.2% | -129.4% | +58.7% |
| 3Y | +196.7% | +232.0% | -35.3% | +177.9% |
| 5Y | +151.9% | +102.2% | +49.7% | +139.6% |
| 10Y | +202.2% | +344.6% | -142.5% | +177.0% |
| All | +139.1% | +2,964.2% | -2,825.1% | +92.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling