+20.7%
BMY vs VIAV
+279.3%
-258.6%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.5% | +3.5% | -0.8% |
| 7D | -6.4% | +11.2% | -17.6% | -6.9% |
| 30D | +0.2% | -2.6% | +2.8% | +0.1% |
| 3M | +16.0% | -20.1% | +36.1% | +16.7% |
| 6M | +8.3% | +25.8% | -17.5% | +3.6% |
| YTD | +22.2% | +109.9% | -87.7% | +9.8% |
| 1Y | +41.7% | +214.3% | -172.6% | +21.6% |
| All | +20.7% | +279.3% | -258.6% | -3.6% |
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 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