+2,105.4%
FIX vs VIAV
+103.0%
+2,002.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.7% | -1.7% | +0.4% |
| 7D | +6.0% | -4.6% | +10.6% | +8.0% |
| 30D | -7.2% | -10.4% | +3.1% | -3.4% |
| 3M | -15.9% | -34.5% | +18.6% | -1.7% |
| 6M | +12.7% | +7.0% | +5.8% | +7.7% |
| YTD | +72.8% | +95.6% | -22.8% | +29.6% |
| 1Y | +122.9% | +197.2% | -74.3% | +40.1% |
| 3Y | +774.3% | +232.0% | +542.3% | +414.4% |
| All | +2,105.4% | +103.0% | +2,002.4% | +1,432.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling