+65.9%
BLK vs VIAV
+293.0%
-227.1%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.6% | -2.0% | +1.2% |
| 7D | -3.3% | +11.2% | -14.5% | -4.7% |
| 30D | -6.5% | -10.1% | +3.6% | -5.6% |
| 3M | +6.7% | -22.9% | +29.6% | +9.4% |
| 6M | +14.7% | +28.8% | -14.0% | +6.0% |
| YTD | +2.5% | +117.5% | -114.9% | -15.0% |
| 1Y | -2.8% | +216.1% | -218.8% | -26.1% |
| 3Y | +65.9% | +292.2% | -226.3% | +9.5% |
| All | +65.9% | +293.0% | -227.1% | +9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling