+3,682.3%
CLS vs VIAV
+136.9%
+3,545.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -4.5% |
| 6M | +24.5% | +34.0% | -9.5% | +6.2% |
| YTD | +12.9% | +119.9% | -107.0% | -28.0% |
| 1Y | +36.7% | +235.2% | -198.5% | -30.3% |
| 3Y | +1,328.1% | +299.8% | +1,028.3% | +563.6% |
| 5Y | +3,682.3% | +140.1% | +3,542.2% | +2,129.2% |
| All | +3,682.3% | +136.9% | +3,545.4% | +2,129.2% |
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