+33.1%
CVS vs VIAV
+131.4%
-98.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.5% | +4.4% | +0.1% |
| 7D | -2.0% | +11.2% | -13.2% | -2.6% |
| 30D | +1.9% | -2.6% | +4.5% | +1.8% |
| 3M | -2.2% | -20.1% | +17.9% | -1.4% |
| 6M | +26.7% | +25.8% | +0.9% | +22.9% |
| YTD | +22.9% | +109.9% | -87.0% | +14.7% |
| 1Y | +32.9% | +214.3% | -181.4% | +19.8% |
| 3Y | +62.3% | +281.6% | -219.3% | +41.5% |
| All | +33.1% | +131.4% | -98.3% | +22.2% |
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