+69.6%
IWM vs VIAV
+295.9%
-226.3%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.6% | +5.3% | +0.6% |
| 7D | +1.4% | +7.9% | -6.5% | +0.1% |
| 30D | +2.3% | -20.3% | +22.6% | +5.2% |
| 3M | -8.3% | -28.5% | +20.2% | -4.7% |
| 6M | -1.3% | -42.7% | +41.4% | +5.3% |
| YTD | +13.5% | +72.4% | -58.9% | -6.1% |
| 1Y | +18.4% | +81.5% | -63.1% | -3.5% |
| 3Y | +69.6% | +293.8% | -224.2% | +1.5% |
| All | +69.6% | +295.9% | -226.3% | +1.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling