+32.8%
DIS vs VIAV
+290.6%
-257.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +11.2% | -11.4% | -0.5% |
| 7D | -1.1% | +11.3% | -12.4% | -1.4% |
| 30D | +0.1% | -1.0% | +1.1% | 0.0% |
| 3M | +7.1% | -20.5% | +27.6% | +7.8% |
| 6M | +4.3% | +39.0% | -34.7% | -0.5% |
| YTD | -6.9% | +117.5% | -124.4% | -16.4% |
| 1Y | -10.3% | +233.8% | -244.1% | -24.1% |
| 3Y | +32.8% | +295.4% | -262.6% | +6.0% |
| All | +32.8% | +290.6% | -257.8% | +6.0% |
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