+44.9%
C vs VIAV
+200.0%
-155.1%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -0.8% |
| 7D | +3.6% | -4.6% | +8.2% | +4.2% |
| 30D | +0.1% | -10.4% | +10.4% | +1.1% |
| 3M | +2.4% | -34.5% | +36.9% | +6.8% |
| 6M | +24.9% | +7.0% | +18.0% | +19.9% |
| YTD | +19.8% | +95.6% | -75.8% | +5.3% |
| 1Y | +44.9% | +197.2% | -152.3% | +19.4% |
| All | +44.9% | +200.0% | -155.1% | +19.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling