-27.4%
BABA vs VIAV
+84.9%
-112.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.3% | -7.0% | +0.1% |
| 7D | +11.6% | -4.8% | +16.5% | +12.1% |
| 30D | +2.3% | -38.5% | +40.8% | +9.0% |
| 3M | -13.7% | -29.9% | +16.2% | -10.7% |
| 6M | -21.9% | -46.3% | +24.4% | -16.5% |
| YTD | -24.6% | +59.8% | -84.4% | -36.9% |
| 1Y | -34.1% | +62.3% | -96.4% | -45.2% |
| 3Y | +36.3% | +243.0% | -206.8% | -13.3% |
| All | -27.4% | +84.9% | -112.3% | -42.1% |
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 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