+206.1%
COR vs VIAV
+101.3%
+104.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -5.6% | +8.5% | +3.0% |
| 7D | +7.8% | +7.9% | -0.1% | +7.8% |
| 30D | +7.0% | -20.3% | +27.3% | +7.0% |
| 3M | +16.3% | -28.5% | +44.8% | +16.4% |
| 6M | +41.3% | -42.7% | +84.0% | +42.4% |
| YTD | +7.1% | +72.4% | -65.3% | +3.1% |
| 1Y | -0.8% | +81.5% | -82.3% | -4.7% |
| 3Y | +85.0% | +293.8% | -208.9% | +72.5% |
| All | +206.1% | +101.3% | +104.8% | +191.3% |
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 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