+1,665.3%
BA vs VIAV
+2,964.2%
-1,298.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.8% | +0.3% |
| 7D | +1.2% | -4.6% | +5.8% | +1.9% |
| 30D | -11.6% | -10.4% | -1.2% | -10.6% |
| 3M | -2.4% | -34.5% | +32.1% | +2.5% |
| 6M | -6.6% | +7.0% | -13.6% | -10.2% |
| YTD | -2.2% | +95.6% | -97.9% | -15.2% |
| 1Y | -8.0% | +197.2% | -205.2% | -25.9% |
| 3Y | -5.0% | +232.0% | -237.0% | -25.9% |
| 5Y | -2.7% | +102.2% | -104.9% | -18.7% |
| 10Y | +75.9% | +344.6% | -268.8% | +32.7% |
| All | +1,665.3% | +2,964.2% | -1,298.9% | +798.9% |
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 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