+807.4%
FIX vs VIAV
+293.0%
+514.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.6% | +2.7% | +4.8% |
| 7D | +5.0% | +11.2% | -6.2% | +0.2% |
| 30D | -2.7% | -10.1% | +7.4% | +1.5% |
| 3M | -8.2% | -22.9% | +14.6% | +0.6% |
| 6M | +20.3% | +28.8% | -8.5% | +6.5% |
| YTD | +81.4% | +117.5% | -36.0% | +29.5% |
| 1Y | +121.5% | +216.1% | -94.6% | +34.2% |
| 3Y | +807.4% | +292.2% | +515.2% | +382.8% |
| All | +807.4% | +293.0% | +514.4% | +382.8% |
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