+1,780.6%
CVS vs VIAV
+3,306.1%
-1,525.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +11.2% | -11.9% | -1.6% |
| 7D | -1.6% | +11.3% | -12.9% | -2.5% |
| 30D | +0.4% | -1.0% | +1.4% | +0.2% |
| 3M | -0.4% | -20.5% | +20.1% | +0.7% |
| 6M | +25.1% | +39.0% | -13.8% | +20.0% |
| YTD | +23.9% | +117.5% | -93.6% | +13.9% |
| 1Y | +41.1% | +233.8% | -192.7% | +24.7% |
| 3Y | +63.6% | +295.4% | -231.8% | +40.9% |
| 5Y | +31.5% | +134.3% | -102.8% | +17.4% |
| 10Y | +40.5% | +398.7% | -358.2% | +16.8% |
| All | +1,780.6% | +3,306.1% | -1,525.6% | +862.8% |
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 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