+100.8%
B vs VIAV
+2,600.3%
-2,499.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.6% | +4.9% | -0.4% |
| 7D | -7.3% | +7.9% | -15.2% | -7.7% |
| 30D | -3.3% | -20.3% | +17.0% | -2.5% |
| 3M | -7.8% | -28.5% | +20.8% | -6.6% |
| 6M | -15.5% | -42.7% | +27.2% | -13.9% |
| YTD | -12.3% | +72.4% | -84.6% | -15.2% |
| 1Y | +5.4% | +81.5% | -76.1% | +1.6% |
| 3Y | +165.5% | +293.8% | -128.3% | +146.5% |
| 5Y | +107.0% | +101.4% | +5.6% | +96.6% |
| 10Y | +210.6% | +293.8% | -83.2% | +185.5% |
| All | +100.8% | +2,600.3% | -2,499.5% | +62.1% |
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