+1,003.0%
BE vs VIAV
+282.1%
+720.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +3.6% | +3.1% | +4.1% |
| 7D | +9.0% | +11.2% | -2.1% | +1.3% |
| 30D | +16.3% | -10.1% | +26.4% | +24.5% |
| 3M | +10.8% | -22.9% | +33.7% | +32.0% |
| 6M | +73.2% | +28.8% | +44.4% | +38.8% |
| YTD | +217.4% | +117.5% | +99.9% | +67.4% |
| 1Y | +309.8% | +216.1% | +93.7% | +60.4% |
| 3Y | +1,726.2% | +292.2% | +1,434.0% | +468.6% |
| 5Y | +1,306.2% | +141.0% | +1,165.2% | +539.4% |
| All | +1,003.0% | +282.1% | +720.9% | +264.9% |
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 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