+217.6%
BAC vs VIAV
+291.8%
-74.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.6% | +6.6% | +2.4% |
| 7D | +3.2% | +7.9% | -4.7% | +1.0% |
| 30D | -0.7% | -20.3% | +19.6% | +3.7% |
| 3M | -20.0% | -28.5% | +8.6% | -15.2% |
| 6M | +3.4% | -42.7% | +46.1% | +13.5% |
| YTD | -5.7% | +72.4% | -78.1% | -30.9% |
| 1Y | -1.4% | +81.5% | -82.9% | -29.4% |
| 3Y | +97.9% | +293.8% | -195.9% | -0.7% |
| 5Y | +22.9% | +101.4% | -78.5% | -20.9% |
| All | +217.6% | +291.8% | -74.2% | +67.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling