+6,200.1%
CB vs VIAV
+2,964.2%
+3,235.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.7% | -5.6% | -2.3% |
| 7D | +0.5% | -4.6% | +5.1% | +1.0% |
| 30D | -3.1% | -10.4% | +7.3% | -2.2% |
| 3M | +9.0% | -34.5% | +43.4% | +12.9% |
| 6M | +2.9% | +7.0% | -4.1% | -0.7% |
| YTD | +10.1% | +95.6% | -85.5% | -2.1% |
| 1Y | +22.8% | +197.2% | -174.4% | +3.1% |
| 3Y | +73.8% | +232.0% | -158.2% | +41.0% |
| 5Y | +99.2% | +102.2% | -3.0% | +70.1% |
| 10Y | +218.2% | +344.6% | -126.4% | +142.9% |
| All | +6,200.1% | +2,964.2% | +3,235.9% | +3,496.1% |
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