+20.3%
JPM vs VIAV
+200.0%
-179.7%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.7% | -4.6% | -1.2% |
| 7D | +0.3% | -4.6% | +4.9% | +0.6% |
| 30D | -0.2% | -10.4% | +10.2% | +0.4% |
| 3M | +15.9% | -34.5% | +50.4% | +18.6% |
| 6M | +20.9% | +7.0% | +14.0% | +17.5% |
| YTD | +12.9% | +95.6% | -82.7% | +2.6% |
| 1Y | +20.3% | +197.2% | -176.9% | +2.3% |
| All | +20.3% | +200.0% | -179.7% | +2.3% |
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