+632.4%
GEV vs VIAV
+304.9%
+327.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.6% | 0.0% | +2.4% |
| 7D | +1.6% | +11.2% | -9.5% | -1.9% |
| 30D | -7.9% | -10.1% | +2.2% | -5.0% |
| 3M | +5.6% | -22.9% | +28.5% | +12.6% |
| 6M | +13.1% | +28.8% | -15.7% | +0.8% |
| YTD | +46.7% | +117.5% | -70.7% | +8.5% |
| 1Y | +51.3% | +216.1% | -164.8% | -3.3% |
| All | +632.4% | +304.9% | +327.5% | +281.0% |
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