+1,008.9%
BE vs VIAV
+282.1%
+726.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +11.2% | -1.5% | +1.8% |
| 7D | +29.8% | +11.3% | +18.4% | +20.2% |
| 30D | +26.4% | -1.0% | +27.4% | +26.3% |
| 3M | +9.3% | -20.5% | +29.8% | +27.2% |
| 6M | +105.1% | +39.0% | +66.1% | +56.0% |
| YTD | +219.0% | +117.5% | +101.6% | +68.2% |
| 1Y | +418.8% | +233.8% | +185.0% | +95.1% |
| 3Y | +1,784.6% | +295.4% | +1,489.2% | +482.4% |
| 5Y | +1,251.0% | +134.3% | +1,116.7% | +531.4% |
| All | +1,008.9% | +282.1% | +726.7% | +266.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling