+18.6%
IVV vs VIAV
+237.5%
-218.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.5% |
| 7D | -0.4% | +13.6% | -13.9% | -1.2% |
| 30D | -1.4% | +5.3% | -6.7% | -1.9% |
| 3M | +3.7% | -15.6% | +19.3% | +4.3% |
| 6M | +13.0% | +34.0% | -21.0% | +10.0% |
| YTD | +12.4% | +119.9% | -107.4% | +6.4% |
| 1Y | +18.6% | +235.2% | -216.5% | +7.5% |
| All | +18.6% | +237.5% | -218.9% | +7.5% |
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