+192.5%
COP vs VIAV
+139.2%
+53.3%
-36.3%
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% | +1.0% |
| 7D | -0.5% | +13.6% | -14.1% | -1.4% |
| 30D | +11.7% | +5.3% | +6.4% | +11.0% |
| 3M | +17.7% | -15.6% | +33.3% | +18.4% |
| 6M | +18.3% | +34.0% | -15.7% | +11.7% |
| YTD | +49.1% | +119.9% | -70.8% | +30.7% |
| 1Y | +53.3% | +235.2% | -181.8% | +25.0% |
| 3Y | +22.2% | +299.8% | -277.6% | -4.5% |
| All | +192.5% | +139.2% | +53.3% | +144.0% |
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