+95.1%
META vs VIAV
+243.4%
-148.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.3% | -7.4% | +0.2% |
| 7D | -0.8% | -4.8% | +4.1% | -0.5% |
| 30D | -15.4% | -38.5% | +23.1% | -12.7% |
| 3M | +3.5% | -29.9% | +33.4% | +5.6% |
| 6M | -0.3% | -46.3% | +46.0% | +3.7% |
| YTD | -7.3% | +59.8% | -67.1% | -15.2% |
| 1Y | -1.1% | +62.3% | -63.4% | -9.7% |
| 3Y | +95.1% | +243.0% | -148.0% | +64.2% |
| All | +95.1% | +243.4% | -148.4% | +64.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling