+70.1%
CB vs VIAV
+290.6%
-220.5%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +11.2% | -12.6% | -1.1% |
| 7D | -0.6% | +11.3% | -11.9% | -0.3% |
| 30D | -3.9% | -1.0% | -2.9% | -3.8% |
| 3M | +4.9% | -20.5% | +25.4% | +4.8% |
| 6M | +3.3% | +39.0% | -35.7% | +3.2% |
| YTD | +8.5% | +117.5% | -108.9% | +8.8% |
| 1Y | +22.1% | +233.8% | -211.7% | +21.9% |
| 3Y | +70.1% | +295.4% | -225.3% | +67.9% |
| All | +70.1% | +290.6% | -220.5% | +67.9% |
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