+91.7%
BKNG vs VIAV
+131.4%
-39.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.5% | +5.1% | +0.9% |
| 7D | -10.7% | +11.2% | -21.9% | -11.6% |
| 30D | -18.1% | -2.6% | -15.5% | -18.3% |
| 3M | +8.5% | -20.1% | +28.6% | +9.8% |
| 6M | -0.1% | +25.8% | -25.9% | -8.1% |
| YTD | -18.2% | +109.9% | -128.1% | -33.8% |
| 1Y | -19.9% | +214.3% | -234.1% | -41.7% |
| 3Y | +41.6% | +281.6% | -240.0% | -5.2% |
| All | +91.7% | +131.4% | -39.8% | +53.6% |
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 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