-25.7%
GIS vs VIAV
+139.8%
-165.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.6% | -3.9% | -0.2% |
| 7D | -6.4% | +11.2% | -17.5% | -5.9% |
| 30D | -6.1% | -10.1% | +4.0% | -6.4% |
| 3M | +7.8% | -22.9% | +30.7% | +7.6% |
| 6M | -8.8% | +28.8% | -37.6% | -8.4% |
| YTD | -19.1% | +117.5% | -136.6% | -18.7% |
| 1Y | -24.8% | +216.1% | -240.8% | -24.6% |
| 3Y | -37.6% | +292.2% | -329.8% | -38.0% |
| All | -25.7% | +139.8% | -165.5% | -26.4% |
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