+180.7%
COR vs VIAV
+128.3%
+52.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.8% | -0.7% |
| 7D | -4.8% | +11.2% | -16.0% | -4.9% |
| 30D | -3.7% | -2.6% | -1.1% | -3.7% |
| 3M | +14.3% | -20.1% | +34.5% | +14.8% |
| 6M | -8.5% | +25.8% | -34.3% | -10.4% |
| YTD | -4.4% | +109.9% | -114.3% | -8.4% |
| 1Y | +9.1% | +214.3% | -205.1% | +3.3% |
| 3Y | +85.2% | +281.6% | -196.4% | +74.0% |
| 5Y | +180.7% | +132.6% | +48.1% | +177.0% |
| All | +180.7% | +128.3% | +52.3% | +177.0% |
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