+216.1%
C vs VIAV
+295.5%
-79.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.3% | +0.7% |
| 7D | -0.4% | +3.2% | -3.6% | -1.0% |
| 30D | -5.2% | -31.8% | +26.6% | -0.4% |
| 3M | -9.1% | -16.6% | +7.6% | -8.2% |
| 6M | -1.6% | -39.4% | +37.9% | +3.4% |
| YTD | +6.9% | +74.0% | -67.1% | -9.8% |
| 1Y | +23.0% | +70.8% | -47.8% | +3.9% |
| 3Y | +216.1% | +295.5% | -79.4% | +115.0% |
| All | +216.1% | +295.5% | -79.4% | +115.0% |
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 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