+5,921.5%
CI vs VIAV
+2,600.3%
+3,321.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.6% | +5.8% | +0.9% |
| 7D | +1.2% | +7.9% | -6.7% | +0.1% |
| 30D | +2.6% | -20.3% | +22.9% | +4.5% |
| 3M | +7.4% | -28.5% | +36.0% | +10.0% |
| 6M | -0.1% | -42.7% | +42.6% | +3.7% |
| YTD | +9.7% | +72.4% | -62.7% | -2.0% |
| 1Y | +12.1% | +81.5% | -69.3% | -0.7% |
| 3Y | +7.0% | +293.8% | -286.8% | -16.6% |
| 5Y | +49.7% | +101.4% | -51.7% | +25.6% |
| 10Y | +147.2% | +293.8% | -146.6% | +89.1% |
| All | +5,921.5% | +2,600.3% | +3,321.2% | +2,648.8% |
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