+532.2%
BE vs VIAV
+101.3%
+430.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -5.6% | +0.7% | -1.3% |
| 7D | +10.8% | +7.9% | +2.9% | +6.1% |
| 30D | -19.8% | -20.3% | +0.5% | -7.0% |
| 3M | -18.7% | -28.5% | +9.8% | +0.1% |
| 6M | -33.7% | -42.7% | +9.0% | -7.6% |
| YTD | +121.0% | +72.4% | +48.6% | +55.8% |
| 1Y | +85.4% | +81.5% | +4.0% | +27.5% |
| 3Y | +1,709.5% | +293.8% | +1,415.7% | +615.8% |
| All | +532.2% | +101.3% | +430.9% | +335.3% |
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