+1,284.2%
CLS vs VIAV
+297.4%
+986.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +0.6% |
| 7D | +20.1% | +13.6% | +6.5% | +12.6% |
| 30D | +6.0% | +5.3% | +0.7% | +3.0% |
| 3M | -10.3% | -15.6% | +5.3% | -4.4% |
| 6M | +24.5% | +34.0% | -9.5% | +6.6% |
| YTD | +12.9% | +119.9% | -107.0% | -28.4% |
| 1Y | +36.7% | +235.2% | -198.5% | -31.6% |
| All | +1,284.2% | +297.4% | +986.9% | +471.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling