+24.2%
FIX vs VIAV
+73.2%
-48.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.6% | +4.2% | +1.4% |
| 7D | +9.4% | +7.9% | +1.5% | +5.3% |
| 30D | -27.8% | -20.3% | -7.5% | -20.0% |
| 3M | -35.6% | -28.5% | -7.0% | -25.6% |
| 6M | -45.2% | -42.7% | -2.5% | -32.1% |
| YTD | +19.5% | +72.4% | -52.9% | -8.2% |
| 1Y | +24.2% | +81.5% | -57.2% | -7.5% |
| All | +24.2% | +73.2% | -48.9% | -7.5% |
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