-29.5%
BABA vs VIAV
+109.0%
-138.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.7% | -2.4% | +0.7% |
| 7D | -4.8% | -4.6% | -0.2% | -4.1% |
| 30D | -11.9% | -10.4% | -1.5% | -11.0% |
| 3M | -9.3% | -34.5% | +25.2% | -4.1% |
| 6M | -14.2% | +7.0% | -21.2% | -18.8% |
| YTD | -22.0% | +95.6% | -117.7% | -36.0% |
| 1Y | -12.7% | +197.2% | -209.9% | -36.3% |
| 3Y | +26.7% | +232.0% | -205.3% | -13.2% |
| All | -29.5% | +109.0% | -138.5% | -43.8% |
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