+5,760.6%
CRM vs VIAV
+133.9%
+5,626.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.6% | -1.7% | +0.9% |
| 7D | -4.4% | +11.2% | -15.6% | -7.8% |
| 30D | +28.1% | -10.1% | +38.3% | +30.5% |
| 3M | +48.8% | -22.9% | +71.7% | +53.6% |
| 6M | +28.3% | +28.8% | -0.5% | +7.0% |
| YTD | -6.0% | +117.5% | -123.5% | -36.6% |
| 1Y | +1.4% | +216.1% | -214.6% | -40.8% |
| 3Y | +11.8% | +292.2% | -280.4% | -42.6% |
| 5Y | -2.0% | +141.0% | -143.0% | -40.6% |
| 10Y | +239.6% | +414.6% | -175.0% | +51.9% |
| All | +5,760.6% | +133.9% | +5,626.7% | +2,256.7% |
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