+22.5%
F vs VIAV
+237.5%
-215.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.1% | -5.0% | -3.9% |
| 7D | -4.9% | +13.6% | -18.4% | -5.1% |
| 30D | -2.9% | +5.3% | -8.2% | -3.0% |
| 3M | -9.1% | -15.6% | +6.6% | -8.2% |
| 6M | +12.9% | +34.0% | -21.1% | +11.2% |
| YTD | +6.1% | +119.9% | -113.8% | +2.1% |
| 1Y | +22.5% | +235.2% | -212.6% | +6.1% |
| All | +22.5% | +237.5% | -215.0% | +6.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling