+9.1%
IR vs VIAV
+72.0%
-62.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | -0.2% |
| 7D | +11.6% | -14.7% | +26.3% | +13.1% |
| 30D | +7.2% | -37.4% | +44.5% | +11.6% |
| 3M | -5.9% | -27.1% | +21.3% | -3.7% |
| 6M | +11.5% | -44.0% | +55.5% | +16.9% |
| YTD | +6.3% | +64.9% | -58.5% | -7.7% |
| 1Y | +9.1% | +75.3% | -66.2% | -6.4% |
| All | +9.1% | +72.0% | -62.9% | -6.4% |
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 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