+8,968.5%
FIX vs VIAV
+99.2%
+8,869.3%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +6.4% | -1.4% | +3.6% |
| 7D | +6.4% | +12.3% | -5.9% | +4.0% |
| 30D | -29.1% | -21.0% | -8.1% | -25.2% |
| 3M | -31.1% | -14.1% | -17.1% | -28.9% |
| 6M | -42.8% | -39.9% | -2.9% | -36.5% |
| YTD | +24.6% | +85.2% | -60.5% | +8.8% |
| 1Y | +21.9% | +84.3% | -62.3% | +6.6% |
| 3Y | +524.9% | +320.9% | +204.0% | +356.9% |
| 5Y | +1,092.2% | +117.5% | +974.7% | +879.9% |
| 10Y | +3,759.0% | +323.1% | +3,436.0% | +2,696.6% |
| All | +8,968.5% | +99.2% | +8,869.3% | +4,042.6% |
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