+219.9%
CTVA vs VIAV
+224.1%
-4.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.5% |
| 7D | -5.8% | +13.6% | -19.4% | -8.2% |
| 30D | +11.1% | +5.3% | +5.7% | +8.9% |
| 3M | +13.2% | -15.6% | +28.8% | +14.3% |
| 6M | +8.7% | +34.0% | -25.3% | -4.8% |
| YTD | +27.3% | +119.9% | -92.6% | -5.1% |
| 1Y | +18.0% | +235.2% | -217.2% | -24.3% |
| 3Y | +76.5% | +299.8% | -223.3% | +1.5% |
| 5Y | +105.1% | +140.1% | -35.0% | +41.1% |
| All | +219.9% | +224.1% | -4.2% | +68.0% |
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 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