+16.3%
FIX vs VIAV
+80.8%
-64.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.4% | -1.4% | -2.1% |
| 7D | +17.0% | +23.7% | -6.7% | +5.2% |
| 30D | -30.6% | -21.2% | -9.4% | -22.8% |
| 3M | -35.0% | -24.5% | -10.5% | -26.8% |
| 6M | -44.0% | -39.1% | -4.9% | -32.3% |
| YTD | +21.1% | +82.6% | -61.5% | -13.2% |
| 1Y | +16.3% | +82.7% | -66.5% | -16.9% |
| All | +16.3% | +80.8% | -64.5% | -16.9% |
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