+57.5%
CHRW vs VIAV
+101.3%
-43.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.6% | +5.6% | +0.9% |
| 7D | +7.3% | +7.9% | -0.6% | +6.0% |
| 30D | -3.6% | -20.3% | +16.7% | -1.0% |
| 3M | -9.6% | -28.5% | +19.0% | -6.4% |
| 6M | -17.0% | -42.7% | +25.7% | -11.6% |
| YTD | -15.4% | +72.4% | -87.8% | -31.4% |
| 1Y | -10.0% | +81.5% | -91.4% | -28.0% |
| 3Y | +82.2% | +293.8% | -211.7% | +21.6% |
| All | +57.5% | +101.3% | -43.8% | +18.7% |
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