+24.5%
BX vs VIAV
+293.0%
-268.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.6% | -1.1% | +2.0% |
| 7D | -5.6% | +11.2% | -16.8% | -7.1% |
| 30D | -12.2% | -10.1% | -2.1% | -11.2% |
| 3M | +7.4% | -22.9% | +30.3% | +10.3% |
| 6M | +22.2% | +28.8% | -6.6% | +10.6% |
| YTD | -14.0% | +117.5% | -131.5% | -33.1% |
| 1Y | -27.3% | +216.1% | -243.4% | -50.5% |
| 3Y | +24.5% | +292.2% | -267.7% | -27.4% |
| All | +24.5% | +293.0% | -268.5% | -27.4% |
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