+5,267.5%
JNJ vs VIAV
+3,343.9%
+1,923.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -0.8% |
| 7D | -3.0% | +13.6% | -16.5% | -3.6% |
| 30D | +2.5% | +5.3% | -2.8% | +2.0% |
| 3M | +13.2% | -15.6% | +28.9% | +13.6% |
| 6M | +11.3% | +34.0% | -22.7% | +8.3% |
| YTD | +31.1% | +119.9% | -88.7% | +23.8% |
| 1Y | +54.3% | +235.2% | -180.8% | +42.1% |
| 3Y | +81.1% | +299.8% | -218.6% | +63.8% |
| 5Y | +82.7% | +140.1% | -57.4% | +69.0% |
| 10Y | +196.5% | +420.3% | -223.8% | +160.8% |
| All | +5,267.5% | +3,343.9% | +1,923.6% | +3,630.5% |
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 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