+69.8%
FITB vs VIAV
+128.3%
-58.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.5% | +5.0% | +1.3% |
| 7D | -1.0% | +11.2% | -12.2% | -3.1% |
| 30D | -5.5% | -2.6% | -2.9% | -5.6% |
| 3M | +4.1% | -20.1% | +24.2% | +6.8% |
| 6M | +18.7% | +25.8% | -7.1% | +7.1% |
| YTD | +18.2% | +109.9% | -91.7% | -8.6% |
| 1Y | +23.7% | +214.3% | -190.6% | -16.4% |
| 3Y | +130.8% | +281.6% | -150.9% | +41.2% |
| 5Y | +69.8% | +132.6% | -62.8% | +24.2% |
| All | +69.8% | +128.3% | -58.6% | +24.2% |
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