+6,034.5%
FIX vs VIAV
+407.5%
+5,626.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.1% | -2.5% |
| 7D | +3.5% | +13.6% | -10.0% | -2.4% |
| 30D | -3.5% | +5.3% | -8.8% | -6.3% |
| 3M | -11.8% | -15.6% | +3.8% | -6.3% |
| 6M | +17.8% | +34.0% | -16.2% | +0.6% |
| YTD | +73.3% | +119.9% | -46.6% | +17.3% |
| 1Y | +128.1% | +235.2% | -107.1% | +25.8% |
| 3Y | +772.7% | +299.8% | +472.9% | +331.7% |
| 5Y | +2,166.4% | +140.1% | +2,026.4% | +1,268.2% |
| 10Y | +6,034.5% | +420.3% | +5,614.1% | +2,765.3% |
| All | +6,034.5% | +407.5% | +5,626.9% | +2,765.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling