+2,355.7%
JCI vs VIAV
+3,306.1%
-950.4%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +11.2% | -10.2% | -1.0% |
| 7D | +5.1% | +11.3% | -6.2% | +3.0% |
| 30D | -3.8% | -1.0% | -2.8% | -4.1% |
| 3M | +1.9% | -20.5% | +22.4% | +4.8% |
| 6M | +11.2% | +39.0% | -27.8% | +2.7% |
| YTD | +22.9% | +117.5% | -94.5% | +3.9% |
| 1Y | +37.4% | +233.8% | -196.4% | +7.0% |
| 3Y | +167.8% | +295.4% | -127.6% | +99.1% |
| 5Y | +115.0% | +134.3% | -19.2% | +73.0% |
| 10Y | +325.3% | +398.7% | -73.4% | +196.4% |
| All | +2,355.7% | +3,306.1% | -950.4% | +1,058.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling