+3,231.7%
CLS vs VIAV
+4.3%
+3,227.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.8% | -0.6% |
| 7D | +4.6% | -4.6% | +9.2% | +6.4% |
| 30D | -13.9% | -10.4% | -3.5% | -10.7% |
| 3M | -26.6% | -34.5% | +7.9% | -14.4% |
| 6M | +15.4% | +7.0% | +8.4% | +10.6% |
| YTD | +5.7% | +95.6% | -90.0% | -22.1% |
| 1Y | +41.1% | +197.2% | -156.1% | -11.7% |
| 3Y | +1,228.6% | +232.0% | +996.6% | +691.1% |
| 5Y | +3,240.6% | +102.2% | +3,138.4% | +2,248.2% |
| 10Y | +2,760.3% | +344.6% | +2,415.7% | +1,381.7% |
| All | +3,231.7% | +4.3% | +3,227.4% | +1,810.7% |
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