+53.5%
F vs VIAV
+294.8%
-241.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +12.3% | -11.7% | -0.1% |
| 7D | -0.6% | +15.0% | -15.7% | -1.6% |
| 30D | +2.9% | -29.7% | +32.5% | +5.1% |
| 3M | -9.5% | -18.3% | +8.8% | -8.9% |
| 6M | +4.0% | -37.6% | +41.6% | +6.9% |
| YTD | -1.3% | +79.5% | -80.7% | -13.5% |
| 1Y | -1.9% | +79.6% | -81.5% | -14.3% |
| 3Y | +53.5% | +310.0% | -256.5% | 0.0% |
| All | +53.5% | +294.8% | -241.3% | 0.0% |
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