+7,125.3%
JPM vs VIAV
+3,343.9%
+3,781.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | +0.1% |
| 7D | -0.4% | +13.6% | -14.0% | -3.3% |
| 30D | -1.4% | +5.3% | -6.7% | -3.3% |
| 3M | +13.9% | -15.6% | +29.6% | +15.7% |
| 6M | +23.5% | +34.0% | -10.5% | +11.3% |
| YTD | +11.6% | +119.9% | -108.2% | -11.0% |
| 1Y | +21.4% | +235.2% | -213.8% | -12.6% |
| 3Y | +163.4% | +299.8% | -136.4% | +77.6% |
| 5Y | +152.5% | +140.1% | +12.4% | +87.1% |
| 10Y | +592.1% | +420.3% | +171.8% | +326.4% |
| All | +7,125.3% | +3,343.9% | +3,781.4% | +3,297.8% |
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