+725.7%
FLEX vs VIAV
+136.9%
+588.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.9% |
| 7D | +6.4% | +13.6% | -7.2% | +0.3% |
| 30D | -5.9% | +5.3% | -11.2% | -8.5% |
| 3M | -23.5% | -15.6% | -7.8% | -18.2% |
| 6M | +83.7% | +34.0% | +49.7% | +59.3% |
| YTD | +86.5% | +119.9% | -33.4% | +29.6% |
| 1Y | +100.5% | +235.2% | -134.7% | +14.0% |
| 3Y | +469.8% | +299.8% | +170.0% | +190.5% |
| 5Y | +725.7% | +140.1% | +585.6% | +440.2% |
| All | +725.7% | +136.9% | +588.8% | +440.2% |
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