+6,777.2%
CB vs VIAV
+2,760.3%
+4,017.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.5% |
| 7D | 0.0% | +23.7% | -23.7% | -2.6% |
| 30D | +7.4% | -21.2% | +28.6% | +9.5% |
| 3M | +8.6% | -24.5% | +33.1% | +10.5% |
| 6M | +16.1% | -39.1% | +55.2% | +19.6% |
| YTD | +20.2% | +82.6% | -62.4% | +6.4% |
| 1Y | +27.2% | +82.7% | -55.5% | +12.4% |
| 3Y | +72.7% | +315.1% | -242.4% | +34.4% |
| 5Y | +105.9% | +113.4% | -7.4% | +72.4% |
| 10Y | +248.1% | +317.2% | -69.1% | +164.3% |
| All | +6,777.2% | +2,760.3% | +4,017.0% | +3,805.6% |
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