+12,471.5%
FIX vs VIAV
+110.4%
+12,361.1%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.7% | -1.7% | +1.1% |
| 7D | +6.0% | -4.6% | +10.6% | +7.1% |
| 30D | -7.2% | -10.4% | +3.1% | -5.2% |
| 3M | -15.9% | -34.5% | +18.6% | -8.2% |
| 6M | +12.7% | +7.0% | +5.8% | +10.6% |
| YTD | +72.8% | +95.6% | -22.8% | +49.0% |
| 1Y | +122.9% | +197.2% | -74.3% | +75.5% |
| 3Y | +774.3% | +232.0% | +542.3% | +567.8% |
| 5Y | +2,049.5% | +102.2% | +1,947.3% | +1,686.8% |
| 10Y | +5,821.5% | +344.6% | +5,476.8% | +4,140.2% |
| All | +12,471.5% | +110.4% | +12,361.1% | +5,572.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling