+55.4%
CVS vs VIAV
+279.3%
-223.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.5% | +4.4% | +0.1% |
| 7D | -2.0% | +11.2% | -13.2% | -2.4% |
| 30D | +1.9% | -2.6% | +4.5% | +1.8% |
| 3M | -2.2% | -20.1% | +17.9% | -1.6% |
| 6M | +26.7% | +25.8% | +0.9% | +23.9% |
| YTD | +22.9% | +109.9% | -87.0% | +17.4% |
| 1Y | +32.9% | +214.3% | -181.4% | +24.1% |
| All | +55.4% | +279.3% | -223.9% | +33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling