+56.0%
EWZ vs VIAV
+101.0%
-45.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.0% | +1.6% | -1.1% |
| 7D | +1.3% | +3.2% | -1.9% | +0.8% |
| 30D | -26.2% | -31.8% | +5.6% | -23.3% |
| 3M | -8.6% | -16.6% | +8.0% | -8.0% |
| 6M | -17.0% | -39.4% | +22.4% | -13.8% |
| YTD | +2.2% | +74.0% | -71.9% | -9.5% |
| 1Y | +2.7% | +70.8% | -68.1% | -9.0% |
| 3Y | +18.2% | +295.5% | -277.3% | -10.8% |
| 5Y | +56.0% | +103.3% | -47.3% | +28.1% |
| All | +56.0% | +101.0% | -45.0% | +28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling