+42.7%
CI vs VIAV
+136.9%
-94.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.8% |
| 7D | -1.1% | +13.6% | -14.7% | -1.2% |
| 30D | +0.5% | +5.3% | -4.9% | +0.4% |
| 3M | -5.2% | -15.6% | +10.4% | -5.0% |
| 6M | +4.3% | +34.0% | -29.7% | +3.1% |
| YTD | +2.8% | +119.9% | -117.1% | +0.9% |
| 1Y | -5.8% | +235.2% | -241.0% | -9.7% |
| 3Y | +4.7% | +299.8% | -295.1% | -3.1% |
| 5Y | +42.7% | +140.1% | -97.4% | +46.2% |
| All | +42.7% | +136.9% | -94.2% | +46.2% |
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