+16.1%
JPM vs VIAV
+72.0%
-56.0%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.2% | +6.4% | +4.3% |
| 7D | +3.8% | -14.7% | +18.5% | +4.7% |
| 30D | +6.5% | -37.4% | +43.8% | +9.3% |
| 3M | -1.0% | -27.1% | +26.1% | +0.3% |
| 6M | +15.5% | -44.0% | +59.6% | +18.4% |
| YTD | +11.4% | +64.9% | -53.5% | +0.1% |
| 1Y | +16.1% | +75.3% | -59.2% | +1.2% |
| All | +16.1% | +72.0% | -56.0% | +1.2% |
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