-17.4%
GIS vs VIAV
+72.0%
-89.4%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.2% | +7.4% | +4.9% |
| 7D | +8.5% | -14.7% | +23.2% | +6.5% |
| 30D | +15.3% | -37.4% | +52.7% | +10.0% |
| 3M | +0.9% | -27.1% | +28.1% | -1.5% |
| 6M | +7.9% | -44.0% | +52.0% | +4.4% |
| YTD | -17.6% | +64.9% | -82.5% | -12.3% |
| 1Y | -17.4% | +75.3% | -92.7% | -10.9% |
| All | -17.4% | +72.0% | -89.4% | -10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling