+97.9%
CB vs VIAV
+139.8%
-41.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.6% | -3.4% | +0.1% |
| 7D | -0.7% | +11.2% | -11.8% | -0.9% |
| 30D | -1.2% | -10.1% | +8.9% | -1.0% |
| 3M | +3.8% | -22.9% | +26.7% | +4.4% |
| 6M | +5.8% | +28.8% | -23.0% | +3.2% |
| YTD | +9.4% | +117.5% | -108.1% | +3.1% |
| 1Y | +20.7% | +216.1% | -195.4% | +10.1% |
| 3Y | +70.1% | +292.2% | -222.1% | +50.6% |
| All | +97.9% | +139.8% | -41.8% | +88.2% |
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