+107.8%
CB vs VIAV
+101.3%
+6.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.6% | +6.7% | +1.1% |
| 7D | +2.9% | +7.9% | -5.0% | +2.9% |
| 30D | +7.3% | -20.3% | +27.6% | +7.4% |
| 3M | +9.4% | -28.5% | +37.9% | +9.7% |
| 6M | +19.6% | -42.7% | +62.4% | +20.5% |
| YTD | +21.5% | +72.4% | -50.9% | +14.7% |
| 1Y | +28.0% | +81.5% | -53.5% | +20.4% |
| 3Y | +74.9% | +293.8% | -219.0% | +49.3% |
| All | +107.8% | +101.3% | +6.5% | +91.3% |
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