+64.1%
DIA vs VIAV
+139.8%
-75.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.6% | -2.6% | +0.6% |
| 7D | -1.6% | +11.2% | -12.7% | -2.9% |
| 30D | -2.0% | -10.1% | +8.1% | -1.1% |
| 3M | +3.6% | -22.9% | +26.5% | +5.9% |
| 6M | +11.5% | +28.8% | -17.3% | +4.5% |
| YTD | +10.4% | +117.5% | -107.1% | -6.0% |
| 1Y | +15.6% | +216.1% | -200.5% | -8.6% |
| 3Y | +58.9% | +292.2% | -233.3% | +18.1% |
| All | +64.1% | +139.8% | -75.7% | +36.1% |
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