+67.6%
EWZ vs VIAV
+132.3%
-64.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +11.2% | -9.2% | +0.6% |
| 7D | +5.6% | +11.3% | -5.7% | +4.1% |
| 30D | +9.3% | -1.0% | +10.2% | +8.9% |
| 3M | +15.7% | -20.5% | +36.2% | +17.8% |
| 6M | +7.4% | +39.0% | -31.6% | +0.4% |
| YTD | +22.7% | +117.5% | -94.8% | +7.3% |
| 1Y | +36.4% | +233.8% | -197.4% | +11.3% |
| 3Y | +50.4% | +295.4% | -245.0% | +17.2% |
| 5Y | +67.6% | +134.3% | -66.6% | +45.2% |
| All | +67.6% | +132.3% | -64.7% | +45.2% |
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