+1,054.0%
IJH vs VIAV
-89.4%
+1,143.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.6% | -2.8% | +0.1% |
| 7D | -1.9% | +11.2% | -13.0% | -4.1% |
| 30D | -4.6% | -10.1% | +5.5% | -3.0% |
| 3M | -1.2% | -22.9% | +21.7% | +2.2% |
| 6M | +9.4% | +28.8% | -19.4% | +0.3% |
| YTD | +13.3% | +117.5% | -104.1% | -8.0% |
| 1Y | +13.4% | +216.1% | -202.7% | -15.5% |
| 3Y | +50.4% | +292.2% | -241.8% | +4.8% |
| 5Y | +49.0% | +141.0% | -92.0% | +13.3% |
| 10Y | +182.6% | +414.6% | -232.0% | +83.2% |
| All | +1,054.0% | -89.4% | +1,143.4% | +672.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling