+13.8%
KMB vs VIAV
+401.3%
-387.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.5% | +4.3% | 0.0% |
| 7D | -7.7% | +11.2% | -18.9% | -8.2% |
| 30D | -8.2% | -2.6% | -5.6% | -8.3% |
| 3M | -1.9% | -20.1% | +18.2% | -1.3% |
| 6M | -0.7% | +25.8% | -26.5% | -4.1% |
| YTD | +1.4% | +109.9% | -108.5% | -6.8% |
| 1Y | -19.1% | +214.3% | -233.4% | -28.5% |
| 3Y | -12.6% | +281.6% | -294.2% | -25.2% |
| 5Y | -12.7% | +132.6% | -145.2% | -21.7% |
| All | +13.8% | +401.3% | -387.5% | -8.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling