+20.1%
IVV vs VIAV
+200.0%
-179.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.7% | -4.1% | -0.6% |
| 7D | +0.1% | -4.6% | +4.7% | +0.4% |
| 30D | +0.1% | -10.4% | +10.5% | +0.6% |
| 3M | +2.0% | -34.5% | +36.5% | +4.2% |
| 6M | +13.0% | +7.0% | +6.1% | +11.4% |
| YTD | +13.6% | +95.6% | -82.0% | +8.3% |
| 1Y | +20.1% | +197.2% | -177.1% | +9.8% |
| All | +20.1% | +200.0% | -179.9% | +9.8% |
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 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