-1.9%
BA vs VIAV
+139.8%
-141.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.6% | -0.9% | +2.2% |
| 7D | -0.8% | +11.2% | -12.0% | -2.7% |
| 30D | -9.0% | -10.1% | +1.1% | -7.7% |
| 3M | -5.0% | -22.9% | +17.8% | -2.2% |
| 6M | -1.7% | +28.8% | -30.5% | -10.7% |
| YTD | -3.1% | +117.5% | -120.5% | -24.0% |
| 1Y | -4.3% | +216.1% | -220.4% | -33.8% |
| 3Y | -0.3% | +292.2% | -292.5% | -37.8% |
| All | -1.9% | +139.8% | -141.7% | -25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling