+9,123.3%
LOW vs VIAV
+3,306.1%
+5,817.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +11.2% | -12.9% | -3.4% |
| 7D | +0.4% | +11.3% | -10.9% | -1.3% |
| 30D | -10.1% | -1.0% | -9.1% | -10.5% |
| 3M | -2.9% | -20.5% | +17.7% | -1.3% |
| 6M | -19.4% | +39.0% | -58.4% | -25.9% |
| YTD | -15.4% | +117.5% | -132.9% | -28.3% |
| 1Y | -24.9% | +233.8% | -258.7% | -40.9% |
| 3Y | -7.8% | +295.4% | -303.2% | -30.5% |
| 5Y | +8.4% | +134.3% | -125.9% | -12.3% |
| 10Y | +226.8% | +398.7% | -171.9% | +134.2% |
| All | +9,123.3% | +3,306.1% | +5,817.1% | +3,773.7% |
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