-12.1%
DOW vs VIAV
+217.9%
-229.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.6% | -5.7% | -3.0% |
| 7D | -1.4% | +11.2% | -12.6% | -4.3% |
| 30D | -3.9% | -10.1% | +6.2% | -2.0% |
| 3M | -12.7% | -22.9% | +10.2% | -8.9% |
| 6M | -13.7% | +28.8% | -42.5% | -26.2% |
| YTD | +28.4% | +117.5% | -89.1% | -12.7% |
| 1Y | +21.8% | +216.1% | -194.3% | -30.5% |
| 3Y | -35.7% | +292.2% | -327.9% | -68.2% |
| 5Y | -36.8% | +141.0% | -177.8% | -61.9% |
| All | -12.1% | +217.9% | -229.9% | -55.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling