+105.1%
CTVA vs VIAV
+139.8%
-34.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.6% | -4.3% | -1.0% |
| 7D | -4.5% | +11.2% | -15.7% | -5.5% |
| 30D | +11.3% | -10.1% | +21.4% | +12.2% |
| 3M | +12.3% | -22.9% | +35.2% | +14.6% |
| 6M | +7.2% | +28.8% | -21.6% | +0.1% |
| YTD | +26.0% | +117.5% | -91.4% | +6.5% |
| 1Y | +16.0% | +216.1% | -200.0% | -9.7% |
| 3Y | +73.9% | +292.2% | -218.3% | +25.3% |
| All | +105.1% | +139.8% | -34.7% | +66.3% |
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