+3,104.5%
COP vs VIAV
+2,964.2%
+140.3%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.7% | -4.7% | -1.4% |
| 7D | +3.0% | -4.6% | +7.6% | +3.4% |
| 30D | +17.5% | -10.4% | +27.9% | +18.4% |
| 3M | +13.4% | -34.5% | +47.8% | +17.1% |
| 6M | +17.7% | +7.0% | +10.8% | +14.4% |
| YTD | +46.6% | +95.6% | -49.0% | +33.1% |
| 1Y | +44.6% | +197.2% | -152.6% | +25.2% |
| 3Y | +20.7% | +232.0% | -211.3% | +1.9% |
| 5Y | +185.0% | +102.2% | +82.8% | +151.3% |
| 10Y | +347.0% | +344.6% | +2.3% | +266.8% |
| All | +3,104.5% | +2,964.2% | +140.3% | +2,206.3% |
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