+912.2%
BX vs VIAV
+399.1%
+513.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.1% | -4.8% | -4.0% |
| 7D | -5.7% | +13.6% | -19.2% | -10.2% |
| 30D | -8.9% | +5.3% | -14.2% | -11.9% |
| 3M | +8.4% | -15.6% | +24.0% | +10.1% |
| 6M | +18.9% | +34.0% | -15.1% | -2.5% |
| YTD | -13.6% | +119.9% | -133.5% | -43.3% |
| 1Y | -22.4% | +235.2% | -257.6% | -57.8% |
| 3Y | +26.0% | +299.8% | -273.8% | -38.6% |
| 5Y | +18.8% | +140.1% | -121.3% | -29.8% |
| 10Y | +668.7% | +420.3% | +248.4% | +222.0% |
| All | +912.2% | +399.1% | +513.1% | +142.5% |
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