+1,346.6%
BMY vs VIAV
+3,306.1%
-1,959.5%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +11.2% | -14.3% | -4.1% |
| 7D | -3.3% | +11.3% | -14.7% | -4.3% |
| 30D | 0.0% | -1.0% | +1.0% | -0.3% |
| 3M | +17.7% | -20.5% | +38.2% | +18.9% |
| 6M | +9.6% | +39.0% | -29.4% | +4.8% |
| YTD | +24.0% | +117.5% | -93.5% | +13.6% |
| 1Y | +45.1% | +233.8% | -188.7% | +27.9% |
| 3Y | +22.5% | +295.4% | -272.9% | +5.2% |
| 5Y | +22.3% | +134.3% | -112.0% | +8.8% |
| 10Y | +62.0% | +398.7% | -336.7% | +33.9% |
| All | +1,346.6% | +3,306.1% | -1,959.5% | +781.0% |
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