-3.7%
FISV vs VIAV
+72.0%
-75.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.2% | +8.5% | +6.0% |
| 7D | +29.6% | -14.7% | +44.4% | +27.4% |
| 30D | +34.5% | -37.4% | +71.9% | +28.8% |
| 3M | +11.2% | -27.1% | +38.4% | +8.6% |
| 6M | -1.2% | -44.0% | +42.8% | -4.3% |
| YTD | -7.6% | +64.9% | -72.5% | -5.9% |
| 1Y | -3.7% | +75.3% | -79.0% | -2.0% |
| All | -3.7% | +72.0% | -75.7% | -2.0% |
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 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