+4,923.0%
CAH vs VIAV
+3,343.9%
+1,579.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.3% |
| 7D | -2.2% | +13.6% | -15.8% | -3.4% |
| 30D | +1.2% | +5.3% | -4.1% | +0.4% |
| 3M | +13.1% | -15.6% | +28.7% | +13.8% |
| 6M | +8.5% | +34.0% | -25.5% | +3.7% |
| YTD | +17.6% | +119.9% | -102.2% | +6.9% |
| 1Y | +60.7% | +235.2% | -174.5% | +40.4% |
| 3Y | +183.2% | +299.8% | -116.6% | +140.3% |
| 5Y | +402.2% | +140.1% | +262.1% | +342.2% |
| 10Y | +302.3% | +420.3% | -118.0% | +229.2% |
| All | +4,923.0% | +3,343.9% | +1,579.1% | +2,662.7% |
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