+6,750.8%
CB vs VIAV
+2,800.7%
+3,950.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.4% | -6.1% | -0.4% |
| 7D | -1.0% | +12.3% | -13.3% | -2.6% |
| 30D | +7.3% | -21.0% | +28.3% | +9.4% |
| 3M | +7.0% | -14.1% | +21.1% | +7.1% |
| 6M | +16.3% | -39.9% | +56.3% | +20.0% |
| YTD | +19.7% | +85.2% | -65.5% | +5.8% |
| 1Y | +27.8% | +84.3% | -56.5% | +12.8% |
| 3Y | +72.0% | +320.9% | -248.9% | +33.7% |
| 5Y | +104.9% | +117.5% | -12.7% | +71.2% |
| 10Y | +246.7% | +323.1% | -76.3% | +162.9% |
| All | +6,750.8% | +2,800.7% | +3,950.1% | +3,784.4% |
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