+24.3%
BMY vs VIAV
+139.8%
-115.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.6% | -3.8% | -0.4% |
| 7D | -4.8% | +11.2% | -15.9% | -5.4% |
| 30D | -0.1% | -10.1% | +10.0% | +0.4% |
| 3M | +13.1% | -22.9% | +36.0% | +14.4% |
| 6M | +8.4% | +28.8% | -20.4% | +3.8% |
| YTD | +22.0% | +117.5% | -95.5% | +10.2% |
| 1Y | +40.3% | +216.1% | -175.8% | +21.7% |
| 3Y | +20.5% | +292.2% | -271.7% | +1.2% |
| All | +24.3% | +139.8% | -115.5% | +6.9% |
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