+454.5%
FIX vs VIAV
+251.5%
+203.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +8.3% | -2.8% | +1.7% |
| 7D | -17.5% | -4.8% | -12.6% | -15.4% |
| 30D | -41.6% | -38.5% | -3.1% | -28.1% |
| 3M | -40.6% | -29.9% | -10.7% | -31.4% |
| 6M | -49.4% | -46.3% | -3.1% | -35.9% |
| YTD | +9.2% | +59.8% | -50.6% | -11.3% |
| 1Y | +6.5% | +62.3% | -55.9% | -14.0% |
| All | +454.5% | +251.5% | +203.0% | +198.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling