+1,205.5%
FITB vs VIAV
+3,306.1%
-2,100.6%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +11.2% | -11.8% | -2.8% |
| 7D | +2.8% | +11.3% | -8.5% | +0.6% |
| 30D | -4.5% | -1.0% | -3.5% | -4.9% |
| 3M | +5.7% | -20.5% | +26.2% | +8.3% |
| 6M | +17.1% | +39.0% | -21.9% | +6.1% |
| YTD | +18.3% | +117.5% | -99.1% | -2.8% |
| 1Y | +23.9% | +233.8% | -209.9% | -7.1% |
| 3Y | +131.1% | +295.4% | -164.3% | +64.5% |
| 5Y | +71.1% | +134.3% | -63.2% | +33.2% |
| 10Y | +283.9% | +398.7% | -114.8% | +161.0% |
| All | +1,205.5% | +3,306.1% | -2,100.6% | +528.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling