+269.3%
C vs VIAV
+290.6%
-21.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +11.2% | -11.9% | -2.5% |
| 7D | +3.2% | +11.3% | -8.1% | +1.2% |
| 30D | +1.3% | -1.0% | +2.3% | +1.0% |
| 3M | +3.1% | -20.5% | +23.6% | +5.6% |
| 6M | +29.6% | +39.0% | -9.4% | +17.6% |
| YTD | +19.0% | +117.5% | -98.5% | -2.4% |
| 1Y | +45.6% | +233.8% | -188.1% | +8.0% |
| 3Y | +269.3% | +295.4% | -26.1% | +156.1% |
| All | +269.3% | +290.6% | -21.4% | +156.1% |
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