+2,953.7%
CLS vs VIAV
+401.3%
+2,552.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.5% | +2.0% | -0.2% |
| 7D | +5.0% | +11.2% | -6.2% | -0.8% |
| 30D | +4.8% | -2.6% | +7.4% | +5.7% |
| 3M | -10.4% | -20.1% | +9.7% | -1.7% |
| 6M | +20.8% | +25.8% | -5.0% | +4.0% |
| YTD | +10.0% | +109.9% | -99.9% | -31.2% |
| 1Y | +28.5% | +214.3% | -185.8% | -35.9% |
| 3Y | +1,292.2% | +281.6% | +1,010.6% | +516.2% |
| 5Y | +3,616.8% | +132.6% | +3,484.2% | +1,971.5% |
| All | +2,953.7% | +401.3% | +2,552.4% | +1,284.1% |
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