+15.1%
EW vs VIAV
+297.4%
-282.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.7% |
| 7D | -5.1% | +13.6% | -18.7% | -5.6% |
| 30D | -6.4% | +5.3% | -11.7% | -6.7% |
| 3M | -1.6% | -15.6% | +14.1% | -1.2% |
| 6M | +2.3% | +34.0% | -31.7% | -2.0% |
| YTD | +1.1% | +119.9% | -118.8% | -7.6% |
| 1Y | +8.0% | +235.2% | -227.2% | -5.7% |
| All | +15.1% | +297.4% | -282.3% | -11.9% |
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