+168.0%
JCI vs VIAV
+293.0%
-125.0%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.6% | -1.4% | +1.4% |
| 7D | +0.7% | +11.2% | -10.4% | -1.7% |
| 30D | -4.4% | -10.1% | +5.7% | -2.5% |
| 3M | +1.7% | -22.9% | +24.5% | +6.2% |
| 6M | +8.8% | +28.8% | -20.0% | +0.2% |
| YTD | +22.6% | +117.5% | -94.8% | -0.6% |
| 1Y | +36.2% | +216.1% | -179.9% | +0.4% |
| 3Y | +168.0% | +292.2% | -124.2% | +76.5% |
| All | +168.0% | +293.0% | -125.0% | +76.5% |
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