+39.4%
GM vs VIAV
+72.0%
-32.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.2% | +6.9% | +4.7% |
| 7D | +12.1% | -14.7% | +26.8% | +12.4% |
| 30D | +15.2% | -37.4% | +52.6% | +16.3% |
| 3M | +4.9% | -27.1% | +32.0% | +5.4% |
| 6M | +22.6% | -44.0% | +66.6% | +25.0% |
| YTD | +14.4% | +64.9% | -50.5% | +5.8% |
| 1Y | +39.4% | +75.3% | -35.9% | +25.5% |
| All | +39.4% | +72.0% | -32.6% | +25.5% |
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