+84.1%
CL vs VIAV
+325.3%
-241.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.4% | -6.5% | -0.3% |
| 7D | -0.8% | +12.3% | -13.1% | -1.1% |
| 30D | +9.5% | -21.0% | +30.5% | +10.3% |
| 3M | +6.8% | -14.1% | +20.8% | +6.8% |
| 6M | +14.3% | -39.9% | +54.2% | +16.0% |
| YTD | +27.0% | +85.2% | -58.2% | +17.2% |
| 1Y | +26.3% | +84.3% | -58.0% | +16.5% |
| 3Y | +39.3% | +320.9% | -281.7% | +15.0% |
| 5Y | +41.5% | +117.5% | -76.0% | +26.5% |
| 10Y | +84.1% | +323.1% | -239.0% | +49.6% |
| All | +84.1% | +325.3% | -241.2% | +49.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling