+22,945.0%
LLY vs VIAV
+2,600.3%
+20,344.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.6% | +6.9% | +1.7% |
| 7D | +6.7% | +7.9% | -1.2% | +6.1% |
| 30D | +19.6% | -20.3% | +39.9% | +21.0% |
| 3M | +19.7% | -28.5% | +48.3% | +21.5% |
| 6M | +42.7% | -42.7% | +85.5% | +46.1% |
| YTD | +35.1% | +72.4% | -37.3% | +25.9% |
| 1Y | +42.2% | +81.5% | -39.3% | +31.9% |
| 3Y | +140.8% | +293.8% | -153.1% | +107.4% |
| 5Y | +480.6% | +101.4% | +379.1% | +423.3% |
| 10Y | +2,061.9% | +293.8% | +1,768.0% | +1,727.3% |
| All | +22,945.0% | +2,600.3% | +20,344.7% | +13,747.6% |
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