+1,131.7%
BP vs VIAV
+2,964.2%
-1,832.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.1% | +0.2% |
| 7D | +3.9% | -4.6% | +8.5% | +4.4% |
| 30D | +7.6% | -10.4% | +18.0% | +8.5% |
| 3M | +0.7% | -34.5% | +35.2% | +4.0% |
| 6M | +15.5% | +7.0% | +8.5% | +12.4% |
| YTD | +30.8% | +95.6% | -64.8% | +19.0% |
| 1Y | +34.3% | +197.2% | -162.9% | +16.5% |
| 3Y | +35.1% | +232.0% | -196.9% | +14.2% |
| 5Y | +126.8% | +102.2% | +24.6% | +99.9% |
| 10Y | +123.4% | +344.6% | -221.3% | +81.7% |
| All | +1,131.7% | +2,964.2% | -1,832.5% | +605.3% |
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