+1,115.2%
DIA vs VIAV
+81.7%
+1,033.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +11.2% | -12.3% | -2.7% |
| 7D | +0.1% | +11.3% | -11.3% | -1.6% |
| 30D | -2.1% | -1.0% | -1.1% | -2.4% |
| 3M | +4.2% | -20.5% | +24.7% | +6.1% |
| 6M | +11.9% | +39.0% | -27.1% | +3.9% |
| YTD | +10.8% | +117.5% | -106.6% | -4.4% |
| 1Y | +17.5% | +233.8% | -216.2% | -5.4% |
| 3Y | +59.9% | +295.4% | -235.5% | +23.4% |
| 5Y | +64.1% | +134.3% | -70.1% | +35.1% |
| 10Y | +246.2% | +398.7% | -152.5% | +153.2% |
| All | +1,115.2% | +81.7% | +1,033.5% | +512.5% |
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