+394.0%
CAH vs VIAV
+139.8%
+254.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.6% | -4.2% | -0.8% |
| 7D | -5.1% | +11.2% | -16.3% | -5.8% |
| 30D | +0.2% | -10.1% | +10.3% | +0.7% |
| 3M | +6.3% | -22.9% | +29.2% | +7.7% |
| 6M | +9.4% | +28.8% | -19.4% | +4.2% |
| YTD | +15.0% | +117.5% | -102.5% | +2.7% |
| 1Y | +55.4% | +216.1% | -160.6% | +33.9% |
| 3Y | +173.8% | +292.2% | -118.4% | +130.7% |
| All | +394.0% | +139.8% | +254.2% | +334.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling