+46.5%
F vs VIAV
+132.3%
-85.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +11.2% | -15.4% | -6.1% |
| 7D | +1.2% | +11.3% | -10.2% | -0.9% |
| 30D | +1.2% | -1.0% | +2.2% | +0.7% |
| 3M | -5.7% | -20.5% | +14.9% | -3.0% |
| 6M | +17.9% | +39.0% | -21.0% | +3.8% |
| YTD | +10.4% | +117.5% | -107.0% | -16.0% |
| 1Y | +25.3% | +233.8% | -208.4% | -18.0% |
| 3Y | +37.5% | +295.4% | -258.0% | -19.3% |
| 5Y | +46.5% | +134.3% | -87.8% | +10.5% |
| All | +46.5% | +132.3% | -85.8% | +10.5% |
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