+18.9%
IWM vs VIAV
+72.0%
-53.1%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +1.7% |
| 7D | +1.0% | -14.7% | +15.7% | +2.6% |
| 30D | +0.2% | -37.4% | +37.6% | +5.1% |
| 3M | -5.6% | -27.1% | +21.5% | -3.2% |
| 6M | +2.7% | -44.0% | +46.7% | +8.1% |
| YTD | +16.2% | +64.9% | -48.7% | +3.1% |
| 1Y | +18.9% | +75.3% | -56.3% | +2.2% |
| All | +18.9% | +72.0% | -53.1% | +2.2% |
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