+126.0%
DUK vs VIAV
+419.4%
-293.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.6% | -3.6% | -0.2% |
| 7D | -0.7% | +11.2% | -11.8% | -1.5% |
| 30D | -2.4% | -10.1% | +7.7% | -1.8% |
| 3M | -3.0% | -22.9% | +19.9% | -1.6% |
| 6M | -6.6% | +28.8% | -35.3% | -10.7% |
| YTD | +4.6% | +117.5% | -112.9% | -6.4% |
| 1Y | +1.2% | +216.1% | -214.8% | -13.8% |
| 3Y | +45.7% | +292.2% | -246.5% | +17.9% |
| 5Y | +40.3% | +141.0% | -100.7% | +21.2% |
| All | +126.0% | +419.4% | -293.4% | +77.3% |
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