-5.0%
CI vs VIAV
+217.8%
-222.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.5% | +5.5% | +0.6% |
| 7D | -1.3% | +11.2% | -12.5% | -0.4% |
| 30D | +3.1% | -2.6% | +5.7% | +3.2% |
| 3M | -4.5% | -20.1% | +15.6% | -5.4% |
| 6M | +8.3% | +25.8% | -17.6% | +14.4% |
| YTD | +3.8% | +109.9% | -106.1% | +33.1% |
| 1Y | -5.0% | +214.3% | -219.3% | +51.7% |
| All | -5.0% | +217.8% | -222.8% | +51.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling