+287.8%
C vs VIAV
+2,600.3%
-2,312.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.6% | +5.6% | +1.3% |
| 7D | +4.2% | +7.9% | -3.7% | +2.0% |
| 30D | +2.0% | -20.3% | +22.3% | +6.4% |
| 3M | -10.1% | -28.5% | +18.4% | -5.0% |
| 6M | +1.0% | -42.7% | +43.7% | +10.3% |
| YTD | +8.5% | +72.4% | -63.9% | -12.6% |
| 1Y | +25.7% | +81.5% | -55.7% | -0.2% |
| 3Y | +216.0% | +293.8% | -77.9% | +99.4% |
| 5Y | +112.3% | +101.4% | +10.9% | +55.6% |
| 10Y | +217.8% | +293.8% | -76.0% | +96.1% |
| All | +287.8% | +2,600.3% | -2,312.5% | +33.1% |
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 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