+1,021.2%
DIS vs VIAV
+2,964.2%
-1,943.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.7% | -5.4% | -2.3% |
| 7D | -2.6% | -4.6% | +2.0% | -1.9% |
| 30D | +3.5% | -10.4% | +13.9% | +4.7% |
| 3M | +6.8% | -34.5% | +41.3% | +11.9% |
| 6M | +3.0% | +7.0% | -4.0% | -1.7% |
| YTD | -6.7% | +95.6% | -102.3% | -20.1% |
| 1Y | -10.1% | +197.2% | -207.3% | -28.5% |
| 3Y | +33.0% | +232.0% | -199.0% | +1.8% |
| 5Y | -40.0% | +102.2% | -142.2% | -50.6% |
| 10Y | +21.1% | +344.6% | -323.6% | -13.1% |
| All | +1,021.2% | +2,964.2% | -1,943.0% | +565.6% |
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