+13.1%
GEV vs VIAV
+31.4%
-18.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.6% | 0.0% | +2.4% |
| 7D | +1.6% | +11.2% | -9.5% | -2.1% |
| 30D | -7.9% | -10.1% | +2.2% | -4.8% |
| 3M | +5.6% | -22.9% | +28.5% | +12.5% |
| 6M | +13.1% | +28.8% | -15.7% | -4.9% |
| All | +13.1% | +31.4% | -18.3% | -4.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling