+14.4%
FIX vs VIAV
+72.0%
-57.6%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | -2.2% | -12.9% | -14.0% |
| 7D | -18.9% | -14.7% | -4.2% | -12.5% |
| 30D | -36.3% | -37.4% | +1.1% | -21.1% |
| 3M | -38.5% | -27.1% | -11.4% | -29.7% |
| 6M | -42.3% | -44.0% | +1.8% | -27.2% |
| YTD | +17.1% | +64.9% | -47.8% | -12.3% |
| 1Y | +14.4% | +75.3% | -60.9% | -18.7% |
| All | +14.4% | +72.0% | -57.6% | -18.7% |
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